Suggestions regarding "Similar Payees"

brett's Avatar


11 Jan, 2019 11:37 PM

When I'm going through imported transactions, it would be very helpful if the "Similar Payees" list could distinguish between payments (outgoing funds) and deposits (incoming funds).

For example, I have a lot of merchant account transactions that come in with "BANKCARD DEPOSIT" as the default description. Most of the outgoing funds are Bank Charges category, and the incoming funds should be Business Income category. I usually need to manually change a large number of transactions from Bank Charges to Business Income (and likewise I need to change numerous descriptions), but it would all happen automatically if MoneyDance recognized that payments and deposits are different animals.

Also, I think the past duplicate entries issue may have been fixed in some versions but once again I'm seeing confusing duplicate entries in Moneydance 2017.8 and 2017.10. Details:


  1. System closed this discussion on 12 Apr, 2019 11:40 PM.

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