Catgegories

Eunice Dieter's Avatar

Eunice Dieter

17 May, 2018 05:18 PM

Is there any way I can turn off the automatic categories and put my own in. I am having a tough time posting to the categories I want including doing split transactions. I would like to run my own show and not be told by this program how I can post. I record my entire check book and keep a detailed record of all my purchases including my credit card purchases. HELP!

  1. 1 Posted by dwg on 17 May, 2018 10:50 PM

    dwg's Avatar

    I'm a fellow user.

    You can amend the category list as much as you want: Menu item Tools --> Categories

    Moneydance however will always suggest either a category based on past similar transactions or the default category, the default category is something you can set.

    As Moneydance is based on accounting rules there must always be a category or a transfer account, the category field cannot be left empty.

  2. System closed this discussion on 16 Aug, 2018 11:00 PM.

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