make past descriptions available to all accounts

rob's Avatar

rob

29 Oct, 2009 01:02 AM

I have a suggestion. I love that past Description fields (i.e., most often the Payees in a transaction) autofill as I create new transactions. Also nice is that the Category is also remembered.

But this is true only for one particular account. When I make similar payments to a Payee with the same Category, but with a different credit card, for instance, I would like all those past information remembered when I'm in that account in Moneydance.

A work around that I've been using lately is to just record the transaction in the account which remembers it! Then move the entry to the account where I actually made the transaction. Works, but obviously not elegant. The nice thing with this solution is that once the transaction is in that account, there will then be the memory.

  1. 1 Posted by John Selden on 31 Oct, 2009 05:14 AM

    John Selden's Avatar

    I agree that this is a good idea.

  2. 2 Posted by Angie Rauscher on 13 Nov, 2009 04:57 PM

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    Thank you for your suggestions for improvements to Moneydance.

    Our wiki is integrated with our feature request and bug reporting system. Please feel free to register and use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. We now also have voting on all existing tickets, which helps us determine which requests have the most demand.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher
    Moneydance Support

  3. 3 Posted by g on 29 Dec, 2009 12:51 PM

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    I agree as well. If there is a ticket for it, I'll vote for it.

    I actually thought I had suggested this before and was looking for it here or in Trac to see if there was any update. But, alas, I couldn't find it. Perhaps it was in the previous forum.

  4. 4 Posted by Ben Spencer on 29 Dec, 2009 02:41 PM

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    I searched through the trac system and could not find a ticket for this issue so I created one based on Robs post. Here is the link:

    http://moneydance.com/trac/ticket/2437

    Ben

  5. 5 Posted by beallucas on 15 Oct, 2010 04:41 PM

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    I agree with this 100%. This is a glaring omission. Please can Moneydance fix this, it seems like it would be an easy update.

    Cheers,

  6. 6 Posted by Angie Rauscher on 15 Oct, 2010 05:57 PM

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    I've attached the ticket for this feature request, number 2437, to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it. We will post on this forum thread if and when there are further developments on this topic.

    Please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

    Check out our new blog series, Moneydance on the Road.

  7. 7 Posted by Noble One on 21 Nov, 2010 07:23 AM

    Noble One's Avatar

    I love past description but I also quite like that it is account specific! (cuts down on a lot of stuff to sift through).

    If it is a straight change, then I wouldn't like this.

    However, if regular transactions from one account took precedence over those from another account, that should keep everyone happy!

  8. 8 Posted by -Kevin N. on 21 Nov, 2010 02:52 PM

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    I favor the stipulation that forum member Noble One makes in post # 8.
    -Kevin N

  9. System closed this discussion on 31 Mar, 2015 03:31 PM.

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