Reoccurring Transactions

David Hays's Avatar

David Hays

28 May, 2011 06:45 PM

I have a check transaction that reoccurs every few weeks for the same amounts. I download my transactions from my bank. I would think that after entering the name and category for this transaction a few times that on matching it would be able to suggest that name and category since the amount of the check is always the same but that never seems to happen. Is there a place where I can edit the memorized transactions so that it will suggest the right match?

  1. 1 Posted by dave on 29 May, 2011 06:33 AM

    dave's Avatar

    You could set it up as an auto-commit reminder in the system. This way it will add itself to your account on the date required and, when downloaded, you can merge it with the bank transaction.

    I also find that the suggested memorized transactions are sometimes off, trying to offer transactions for the electricity company (SRP) as a match for a gasoline purchase at AM/PM, so I try to use auto-reminders as a solution to this - works pretty well!

    Hope that helps!

    Dave

  2. 2 Posted by Angie Rauscher on 29 May, 2011 01:03 PM

    Angie Rauscher's Avatar

    David,

    Dave is correct that an auto-commit reminder is a great tool for this purpose, and Moneydance 2011 will also offer an automatic "Best Guess" category to downloaded transactions. I hope this helps to clarify things, and please do let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  3. System closed this discussion on 31 Mar, 2015 03:32 PM.

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