Trial version

Jay's Avatar

Jay

23 Jul, 2018 08:13 PM

i am playing with an imported QIF file from Quicken 2007 which imported correctly to use on my Mac .
When I go to the bottom of the Transactions tab Iin Moneydance I can see the last imported transaction but cannot use the command to add another, new transaction.

Is this because I am in the trial version?
I'd like to use the transaction feature the same way I used to use the ledger in Quicken.

Thanks

Jay

  1. 1 Posted by -Kevin N. on 23 Jul, 2018 09:23 PM

    -Kevin N.'s Avatar

    Hi Jay,

    The trial-version is fully functional.

    In the upper, right-hand corner of the register is a 'New Transaction' button.

    Clicking on it will open a new transaction in edit-mode at the bottom of the register.

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

  2. 2 Posted by derekkent23 on 24 Jul, 2018 07:52 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Just to add, there is a limit of 100 new transaction in the trial version. But you are warned if you hit this limit.

    Hope this helps

  3. 3 Posted by Jay Klein on 24 Jul, 2018 07:08 PM

    Jay Klein's Avatar

    Thanks Kevin

    I was playing with the Transactions portion of REPORTING, not the bank account itself. It works perfectly when used properly.

    I have 2 additional questions:
    1. Is there any auto fill in feature for frequently used transactions or payees?
    2. Is there any way to import the address book or contact list from the Mac directly into Moneydance?

    Thanks

    Jay

  4. 4 Posted by -Kevin N. on 24 Jul, 2018 08:20 PM

    -Kevin N.'s Avatar

    Hi Jay,

    1) Moneydance will 'learn' the correlation between a 'Description' and a 'Category' after the transaction has been 'Confirmed'.

    It is my understanding that only imported transactions invoke the 'Confirmation. sidebar thus the 'learning' process only pertains to imported transactions. I could be wrong about this but I don't think so. (I import all of my transactions so I can't speak to the 'learning' process as it pertains to manually entered transactions)

    2) None that I am aware of. I'm not a Mac user so maybe a Mac user here could shed some more light on that.

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

  5. 5 Posted by derekkent23 on 24 Jul, 2018 08:58 PM

    derekkent23's Avatar

    I am not support, just a user.

    When you manually enter a transaction, it leans based on previous transactions. As you start typing in the Description field it auto fills and correct itself if you continue to type. E.g. type S, it fills in with State ..... If I then add k it changes to Sky ..... It also auto fills the category field based on categories related to the description.

    Hope this helps

  6. System closed this discussion on 23 Oct, 2018 09:00 PM.

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