Memorizing transactions
Are there any plans to add the ability to memorize the category with the payee? It seems like it would be a simple thing to add. It takes a lot of time to change multiple transactions from the default category. This is an important feature for me.
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
Support Staff 1 Posted by Ethan on Jul 07, 2023 @ 01:33 AM
Hello,
Are you going through the confirmation process after you download or import your data? That sounds like it would start to do what you are asking. Downloaded transactions should have a blue dot next to them in the description field. Clicking on a transaction with a blue dot should open a right sidebar with confirmation options. If the transaction is similar to one you have already manually entered, one of the options should be to merge those transactions. Choosing the correct category for transactions in the confirmation process allows Moneydance to improve its suggestions for future downloads. The more transactions you correctly confirm in this process, the better the program will become at suggesting the correct confirmation option from the start.
More details on the confirmation process with screenshots can be found at http://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/co...
Ethan
Infinite Kind Support
System closed this discussion on Oct 12, 2023 @ 07:52 PM.