Provide a way to assign a default category to specific payees (Descriptions)

greg's Avatar


11 Nov, 2020 08:25 PM

Provide a way to assign a default category to specific payees (Descriptions) so that when importing from a QIF or other method, I do not have to go in and re-categorize every transaction that got imported.
I would be happy to put "Publix" as an entry in my address book and to give it a default category or "Groceries" and have Moneydance look up Publix and categorize the transaction properly. It should also change the description from "Publix" to "@Publix" to indicate it found the payee/Description in the address book.

Not the best solution I imagine, but one that would hopefully, not take too much work. When entering a transaction, Monrydance should look into the address book and provide a list of entries it found without having to click on the right side of the description field to get the list.

  1. System closed this discussion on 10 Feb, 2021 08:30 PM.

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