autofill

JER's Avatar

JER

10 Jan, 2019 04:09 PM

Money dance auto fills information, for instance category, based on prior experience. Is there anyway to manage this - that is change default for given entry?

  1. 1 Posted by -Kevin N. on 10 Jan, 2019 04:57 PM

    -Kevin N.'s Avatar

    Hi JER,

    Is there anyway to manage this...

    None that I am aware of.

    You can only select a Default Category for a given account.

    Just as an FYI... Oftentimes, I find that with imported transactions, the 'Similar Payees' option of the Confirmation side bar will offer up one-off or multiple past Description / Category combinations to choose from - if that's what you're looking to make use of.

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

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac