reconcile / categorize should only change the CATEGORY not the DESCRIPTION/MEMO fields

tesar244's Avatar


18 Nov, 2010 04:17 PM

The Subject says it all

  1. 1 Posted by Roger Kirchner on 21 Nov, 2010 03:31 AM

    Roger Kirchner's Avatar

    Why can't this be possible? My Social Security payment includes the date in the memo field, which of course changes every month. I always want to categorize it as Retirement/Social Security. But I also want to retain the date of each Soc Sec payment in the memo field. The only proposed matches have previous memo fields which of course always have previous dates. The only way to keep the new memo field seems to be to tediously select the category before reconciling which then gives a new proposed categorization with an old date the next month. I have several automatic monthly transactions which include the date and therefore have changing memo fields. I've just had to start using MD 2010 because build 295, which I have been happily using for years, now crashes when I try to start it. Why can't there be a categorization option that lets you keep the new memo field?

  2. 2 Posted by Ben Spencer on 24 Nov, 2010 04:50 PM

    Ben Spencer's Avatar

    This has been suggested before and we have an existing ticket to make this an option in our issue tracking system. We hope to have this implemented in the next major release.

    Ben Spencer
    Moneydance Support

  3. 3 Posted by tesar244 on 24 Nov, 2010 05:08 PM

    tesar244's Avatar

    Excellent ... and about time!

    Categorize should be just that, and only that.

    Now, do you include any TAG's with the Categorize option? I'd say NO ... but this might be established as a preference setting allowing the user to decide.


    Dean Tesar
    [email blocked]

  4. 4 Posted by Rachel on 12 Feb, 2011 05:24 PM

    Rachel's Avatar

    Agreed, this should be implemented soon, it is not working yet for me - build 751.

  5. 5 Posted by Angie Rauscher on 12 Feb, 2011 06:24 PM

    Angie Rauscher's Avatar

    Hey all,

    This is a feature we're definitely working on , and we do understand it's important to our users. I'm certainly excited to use it myself!

    We'll post on this thread when we have more info, or when the feature is available,

    Angie Rauscher
    Moneydance Support

  6. 6 Posted by Dr. Rachel L Ra... on 12 Feb, 2011 07:14 PM

    Dr. Rachel L Rahman M.D.'s Avatar


  7. 7 Posted by dougc on 13 Feb, 2011 03:49 AM

    dougc's Avatar

    Great to hear - I'm also looking forward to this. Thanks!

  8. System closed this discussion on 31 Mar, 2015 03:31 PM.

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