Entering known Payees into new accounts

harrya's Avatar

harrya

13 Nov, 2009 07:20 AM

When entering known Payees into a new account Moneydance does not recognise them at the first entry into the new account though the Payee has been used before in another account. In other words there is no auto-completion for the entry of any given Payee.
This creates the possibility for variations in spelling and potentially compromises the validity of any searches conducted for the named Payee. My experience with similar software is that known [that is, previously entered] Payees are available to any new account.
Perhaps I am not doing something incorrectly though it is not obvious to me.

  1. 1 Posted by Angie Rauscher on 13 Nov, 2009 06:24 PM

    Angie Rauscher's Avatar

    Harry,

    Thank you for your suggestions for improvements to Moneydance.

    Our wiki is integrated with our feature request and bug reporting system. A similar feature request can be found here. We now also have voting on all existing tickets, which helps us determine which requests have the most demand.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher
    Moneydance Support

  2. 2 Posted by harrya on 14 Nov, 2009 07:22 AM

    harrya's Avatar

    Hi Angie,

    Thank you for you prompt response and advice.
    I did do a search for "Payee" but obviously not in the right place.
    I have had a closer look at the system and it appears to be quite impressive.
    I also acknowledge your advice re Categories and subcategories.

    Regards,
    Harry Austin

  3. Angie Rauscher closed this discussion on 24 Jul, 2011 07:03 PM.

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