Changing category while viewing an item

Donna's Avatar


13 Mar, 2020 04:49 PM

When I view an item with split categories, the program changes one of the categories of the item. It does not warn me that it has changed anything. I can close the item (no alert asking me if I want it saved.) The next time I view that item, it has the incorrect category, which I did not assign to it.

How do I prevent this from happening?

  1. Support Staff 1 Posted by Ethan on 13 Mar, 2020 09:47 PM

    Ethan's Avatar


    I'm unable to recreate this on my system. Can you clarify which version of Moneydance and which operating system you are using?

    Can you describe in more detail the steps you are taking that causes this issue? For example, when you open the split window, are you clicking on anything within it before closing it? If it's helpful, you can also attach screenshots to illustrate what's happening. If you're not sure how to take a screenshot, please see

    Infinite Kind Support

  2. 2 Posted by Donna Rose on 14 Mar, 2020 01:34 AM

    Donna Rose's Avatar

    Hi Ethan,

    Thank you for your prompt reply. I am using MacOS 10.14.6, and Moneydance
    2019.3 (1880).

    In trying to narrow down exactly when this is happening by screen shots, I
    was able to determine exactly what is happening. On a split entry, when I
    go back into it, and change the Memo field, and then Tab over to the
    Category field, the Category field changes! If I change multiple Memo
    fields within the same item, and then Tab to the Category field, all those
    Category fields are changed to the same arbitrary category.... not the one
    I initially chose.

    As you can see in the attached screenshot, I initially had this entry
    divided up between Auto:Principal and Auto:Interest. When I changed the
    Memo field, the categories got changed when I Tabbed over to the Category

    I do get the dialog box asking if I wish to save the changes. (I apologize
    for saying that I wasn't getting it.) I was expecting to get it, because I
    had made changes to the Memo field.... not realizing that the Categories
    were getting changed also.

    Hope this is sufficient for you to duplicate the situation.

    Thanks, Ethan,
    Donna Rose

  3. System closed this discussion on 13 Jun, 2020 01:40 AM.

  4. Donna Rose re-opened this discussion on 01 Jul, 2020 05:43 PM

  5. 3 Posted by Donna Rose on 01 Jul, 2020 05:43 PM

    Donna Rose's Avatar

    Hi Ethan,

    Did this get resolved? What do I have to do to avoid this?

    Please let me know.


  6. 4 Posted by Donna Rose on 02 Aug, 2020 04:46 PM

    Donna Rose's Avatar

    Hi Ethan,

    I am encountering this problem often. It happens every time I edit a split

    I open the split. If I make a change in the Memo field and tab to the
    Category field, it changes the Category field. If I do not make a change
    and just tab to the Category field, the Category field does not change.

    On the enclosed attachments, the first shows the split as it was initially
    entered. All I have done here is open the split. The second attachment
    shows what happens after I have made a change to the memo field, and tabbed
    to the Category field. (It has changed the Category field.)

    If I just make the change to the Memo field, and don't tab, (just go down
    to another split item), sometimes the Category field changes and sometimes

    This is very irritating. I can not trust this software to maintain the
    data I have entered.

    Please advise.

  7. Support Staff 5 Posted by Maddy on 04 Aug, 2020 08:03 AM

    Maddy's Avatar

    Please accept my sincere apologies for the delay in responding to your query, Donna!

    We would recommend upgrading to the latest free preview version.

    Moneydance 2020 (1917) is now available to download from this page

    For a full list of improvements in the preview version, please refer to this page.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    Maddy, Infinite Kind Support

  8. 6 Posted by Donna Rose on 04 Aug, 2020 05:18 PM

    Donna Rose's Avatar

    Hi Maddy,

    I did the upgrade, as you suggested. It still has not solved the problem.

    I can recreate this situation very consistently... everytime I edit an
    existing split entry. (see attached)

    Please advise.


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