tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/13830-provide-a-way-to-assign-a-default-category-to-specific-payees-listed-in-the-address-bookInfinite Kind: Discussion 2021-09-08T09:30:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/492355032021-06-09T09:29:49Z2021-06-09T09:29:49ZProvide a way to assign a default category to specific Payees listed in the Address Book<div><p>Hi,</p>
<p>Thanks for contacting Moneydance support team.</p>
<p>I'm afraid that it's not possible to assign a default category for each payee, but it sounds like you could try using the confirmation process for downloaded or imported transactions.</p>
<hr>
<p>I'd recommend taking a look at <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay">this section</a> of the <em>Knowledge Base</em> that details recognizing and confirming your recently downloaded data.</p>
<p>When transactions have been recently downloaded, they'll be 'unconfirmed' which is signified by a blue dot in the register.</p>
<p>To begin the confirmation process, select the first transaction in the register with a 'blue dot'. A panel will appear on the right of your screen which shows the 'Current Transaction' details. You can amend the category within this panel, then select 'Confirm'. You'll see the solid blue dot change to a blue circle. Moneydance will then move to the next unconfirmed transaction in the register.</p>
<p>As you go through this process it will become quicker and easier. Moneydance will begin to recognize the information you have previously confirmed, and start to suggest the correct categories within 'Similar Payees' in the panel on the right. The next time you download from the bank many of the correct categories will automatically be assigned, and this will improve as you confirm more transactions.</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance. Thank you.</p>
<p>--<br>
Melissa, Infinite Kind Support</p></div>Melissa