Easier way to assign sub-categories

tom.taratsas's Avatar


28 Nov, 2011 02:51 AM

Under the current system of assigning categories to payees, I am not able to type the sub category I want the charge to be assigned. For example, when I get gas for my car I wanted that assigned to Fuel under Automotive (Automotive: Fuel). But the system will not allow me to type Fuel, I must start typing Automotive, and then use the down arrows to go to fuel, or type out the entire entry (Automotive: Fuel). The same thing for when I buy groceries, or lunch...I want them to go under the Food: Groceries or Food: Lunch, but I don't want to type out Food to get to the subcategory

  1. 1 Posted by -Kevin N. on 28 Nov, 2011 03:49 PM

    -Kevin N.'s Avatar

    Hi Tom,
    In your Automotive: Fuel example, if you start to type Automotive, autocomplete will complete the word Automotive. At that point type a ( : ) colon. Start to type Fuel, autocomplete with complete the word Fuel.
    The trick is in the colon. Insert your own joke here. :)
    HTH -Kevin N.

  2. 2 Posted by tom.taratsas on 29 Nov, 2011 03:16 PM

    tom.taratsas's Avatar


    Thanks for responding. While I am familiar with the colon point made below, it would be a nice upgrade (and time saver) to only have to type the word Fuel, and that expense automatically be categorized to Automotive: Fuel


    Tom T

  3. 3 Posted by -Kevin N. on 29 Nov, 2011 03:23 PM

    -Kevin N.'s Avatar

    Hi Tom,

    I believe that there is an existing suggestion ticket for this very issue.

    As a side note. Your 'Signature' was included and posted in your email response. It includes your phone number. Since this is a public forum you may want to return to this forum to edit out your personal information.

    HTH -Kevin N.

  4. 4 Posted by -Kevin N. on 29 Nov, 2011 03:34 PM

    -Kevin N.'s Avatar

    Hi Tom,
    After you log into the forum you will be given the option to 'Edit' your post.
    HTH -Kevin N.

  5. 5 Posted by Jessica Little on 29 Nov, 2011 08:06 PM

    Jessica Little's Avatar

    Hi Tom,

    Thanks for your input. I've attached the suggestion ticket for this issue to the discussion, so your post about it counts as a vote for it. We will keep you posted on any updates to this issue as well.

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    Jessica Little
    Moneydance Support

  6. 6 Posted by Sara on 06 Dec, 2011 06:07 AM

    Sara's Avatar

    I, too, would like to see this implemented. It certainly would save time. Perhaps even starting with the colon and then the 1st letter of so of the sub-category would work well. For instance, in the example above typing ":f" would probably be enough to assign the Automotive:Fuel category.

    Thanks for all of your good work in implementing user wants (and Iwo would have to categorize this one as a want and not a need._

  7. 7 Posted by alexander on 28 Dec, 2011 02:17 PM

    alexander's Avatar

    I think this is a splendid idea.

    It would be great if it worked the way Gmail uses labels.

    I would very much like to see the same functionality implemented in the iPhone/iPad apps. Scrolling down to the right expense category while on the go is time consuming. To just be able to type the first letter of the subcategory and then pick from that list would save precious time.

  8. System closed this discussion on 31 Mar, 2015 03:40 PM.

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