Typing in categories

djlauria's Avatar

djlauria

02 Nov, 2018 09:05 PM

Don't know if this would count as a suggestion or a possible error report, but... I use the category 'Office' for office expenses. I also have a category called 'Band Expenses:Office', which although no longer used, is needed for historical purposes. If I enter a new expense, type in the description, tab to the category field and type Office, the category 'Office' is (correctly) highlighted. However, if I then tab or press enter to move to the next field, Moneydance enters the category 'Band Expenses:Office' instead. I assume this is because it's higher in the category list?
It's a small thing, but it really slows down manual entry, and feels like a bug.

  1. 1 Posted by -Kevin N. on 03 Nov, 2018 02:20 AM

    -Kevin N.'s Avatar

    Hi djlauria,

    Try this...

    From the Moneydance menu bar, go to Tools > Categories
    Locate and highlight the 'Band Expenses' instance of 'Office'.
    Click the 'Edit' button at the bottom of the window.
    In the resulting from, check-mark the 'Inactive' check-box. Click OK

    Doing so should remove Band Expenses:Office from most drop-downs while retaining the categories' transactions for historical purposes.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by djlauria on 08 Nov, 2018 10:43 PM

    djlauria's Avatar

    Thanks, Kevin, your solution works for this particular circumstance. However, if both categories are still needed, this won't help. I'm hoping that someone from MD will acknowledge this as at least unacceptable behavior, if not a bug.
    Thanks again.

  3. System closed this discussion on 07 Feb, 2019 10:50 PM.

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