Auto-fill tags when creating new "memorized" transaction

mmilbourn's Avatar


27 Mar, 2011 01:04 PM

Moneydance does a great job of auto-filling information from previous transactions when payees are the same, but tags seem to be missing from that feature. I use tags quite a bit for bill categorization and tax purposes, and would be very happy to see them included in the transaction auto-fill.

If there is a way to do so already that I have missed, please let me know.


  1. 1 Posted by -Kevin N. on 27 Mar, 2011 01:42 PM

    -Kevin N.'s Avatar

    Hi mmilbourn,
    If I remember correctly from what I've read on these forums, this is by design. I'm paraphrasing, but due to the fact that different tags can be assigned to the same category and allowing the user to make sure the proper tag(s) are assinged to that particular category is why auto-fill is disabled for tags.
    I remember the explaination given by the MD Support Staff as being better than mine but I can't locate it.
    HTH -Kevin N.

  2. System closed this discussion on 31 Mar, 2015 03:32 PM.

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