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auto complete with address book

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mick_n_tigs_buds

19 Jun, 2025 04:27 PM

Hi,
I print checks and so i use the address book where i have the payee's address and the account number saved.
The issue i'm having is if i create a new transaction and use autocomplete it will not use the Payee that has the address information but i get the prior category and memo info. If i select the payee that has the address book entry then it will not get the category/memo info from a prior entry.
Can you see about enhancing this in a future version?

cheers,
mark.

1. Support Staff 1 Posted by Maddy on 20 Jun, 2025 11:59 AM

   

   Hi Mark,
   Thank you for contacting Moneydance support.

   Usually, you should assign the address entry in the transaction first. This is required in order to have a link between the transaction and the address book entry.

   Provided you have done this already, can you confirm if autocomplete is still causing a problem?

   Thank you

   --
   Maddy, Infinite Kind Support

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2. 2 Posted by mick_n_tigs_bud... on 20 Jun, 2025 04:48 PM

   

   Afternoon,
   Yes i select the entry with the @ and tab and it switches to the category and it is blank. Nothing is getting populated for the last transaction for that payee.

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3. System closed this discussion on 19 Sep, 2025 04:50 PM.