can't find how to get uploaded transactions to automatically use previously used categories automatically
Molly
Can you please send an answer to my email as I seem to have lost the last discussion connection and this is the third time I have tried to get an answer
Please can you help me know how to get transactions to automatically choose a previous category I have manually entered for a similar transaction .
It will save me so much time if this function works.. I have
searched and can't find how to do this...
x
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by Molly on Jul 01, 2012 @ 10:46 PM
A previous payment for example to Tesco Stores I have categorised as Groceries, whereas Tesco Fuel.. I have entered under category Fuel
I am taking the download directly info from the bank.
x
2 Posted by -Kevin N. on Jul 02, 2012 @ 11:53 AM
Hi Molly,
I replied to your other post here:
http://help.infinitekind.com/discussions/questions/4525-my-repeated...
HTH -Kevin N.
3 Posted by Angie Rauscher on Jul 04, 2012 @ 02:21 PM
Molly,
Yes, please do check out Ben and Kevin's on the referenced thread. I would also suggest checking out the "Batch Change" function if you're categorizing a lot of transactions. You can find information on using "Batch Change" in the Moneydance 2011 user guide here.
Angie Rauscher
Moneydance Support
System closed this discussion on Mar 31, 2015 @ 03:46 PM.