Assigning categories

Bob's Avatar


09 Jul, 2018 06:01 PM

I understood Moneydancer would learn and assign categories on its own after prior downloads. True? If so, how can I turn on that feature? Thanks Bob

  1. 1 Posted by Bob on 09 Jul, 2018 06:05 PM

    Bob's Avatar

    I have created categories and assigned them to imported transactions but understood when later entered identical transactions were imported Moneydancer would assign the same categories.

  2. 2 Posted by -Kevin N. on 09 Jul, 2018 09:43 PM

    -Kevin N.'s Avatar

    Hi Bob,

    The 'learning process' of the correlation between the 'Description' field and the 'Category' field begins after your imported transactions are 'Confirmed'.

    Have you 'Confirmed' your imported transactions?

    Here is a link to a Moneydance KB article related to Confirming transactions:

    -Kevin N. (not a member of MD support)

  3. 3 Posted by Bob Thorson on 10 Jul, 2018 08:53 PM

    Bob Thorson's Avatar

    I am a new user of the application and I cannot express enough thanks for your prompt responses. Clearly, your company knows how important customer service is to to the success of any company. I am very pleased with the application and will sing your praises to all/ Thanks Bob Thorson

  4. 4 Posted by -Kevin N. on 10 Jul, 2018 10:01 PM

    -Kevin N.'s Avatar

    Hi Bob,

    You're welcome. I'm glad to be of help.

    -Kevin N. (not a member of MD support)

  5. System closed this discussion on 09 Oct, 2018 10:10 PM.

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