Default Category - bank downloads
As a new user I recently downloaded bank transactions and see that all were categorized by default. The Category that Moneydance chose for the default is wrong, so I began searching in HELP and in the KB at Support for some indication of how to change that default category. No answer appeared in any of the searches so I just started noodling around in Moneydance and finally came across the "EDIT ACCOUNT" menu that has a "Default Category" selection choice. That solved my issue but leaves me wondering why there is no reference to that choice in the Support KB for Online Banking - or in the HELP menu in the application. I'm pretty sure I am not the first to have to ask this question...
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You can use Command ⌘ instead of Control ^ on Mac
System closed this discussion on Mar 28, 2017 @ 09:40 PM.