Have auto-complete fill in Tag associated with payee

limoncello's Avatar

limoncello

24 Jan, 2023 03:15 AM

I love that fact that auto-complete not only fills in the category previously associated with the name in the Description field (ordinarily a payee or payor), and that it even fills in the type of transaction (e.g., deposit or EFT).

What is missing is the Tag. It would be great if the Tag used with this payee or payor in previous transactions would also be filled in. Perhaps this could be an option that users could disable if they didn't like it.

(If there is a way to get Moneydance to do this already, please let me know. I have not been able to find it.)

  1. Support Staff 1 Posted by Maddy on 24 Jan, 2023 11:50 AM

    Maddy's Avatar

    Hi,
    Thank you for contacting Moneydance support.

    Thanks for the suggestion for improving Moneydance! There's an existing ticket in our ticketing system with your suggestion, so I've attached it to this discussion and the developers will be looking into it.

    Please let us know if we can be of further assistance!

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by limoncello on 24 Jan, 2023 03:03 PM

    limoncello's Avatar

    Hi Maddy,

    Thank you for considering this.

    I would like to add, as I think about this issue more, that it would be even
    better if there were a listing of payees, payors, and other entries in the
    Description field which could then be modified by the user, as one might want to
    set up different Descriptions differently. There might be some for which we
    would want a Tag attached automatically and others for which we would not want
    that to happen.

    However, I imagine that creating option for each Description would be more work
    to set up. Just having auto-complete available for Tags would be a great
    improvement.

    limoncello

    Tuesday, January 24, 2023, 4:50:50 AM, you wrote:

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