Online payments does not default the category in version 2015.5

jeff's Avatar

jeff

16 Jul, 2015 09:22 PM

The new version 2015.5 does not default the category when you make online payments. The previous versions would set the category to what was last used for each payee. This is a huge inconvenience and should be fixed asap!

jeff

  1. Support Staff 1 Posted by Ethan on 17 Jul, 2015 12:51 PM

    Ethan's Avatar

    Hello Jeff,

    You seem to be describing two different things in your message: categorizing by the default category for the account, and categorizing based on the last used category for a specific payee. These may coincide at times, but seem to be different things, so I want to make sure I understand correctly what you are describing is happening. What category appears to be automatically suggested for these transactions? Have you used the category that is suggested for transactions like these in the past?

    Ethan
    Moneydance Support

  2. 2 Posted by jeff on 17 Jul, 2015 02:15 PM

    jeff's Avatar

    I am talking about making an online payment, and the fact that the category field on the input form is always blank now, and does not pre-fill with the category that was selected on the previous payment to that same payee.

    On all moneydance versions prior to 2015.5 this worked correctly - and in version 2015.5 it is blank for every payment. This looks like a defect that was introduced with version 2015.5. Please advise.

  3. Support Staff 3 Posted by Ian L on 20 Jul, 2015 12:36 PM

    Ian L's Avatar

    Hi Jeff,

    What version of Moneydance 2015 were you using before updating to 2015.5? I'm trying to isolate where this change happened, and that information will help me track this down.

    Ian
    Infinite Kind Support

  4. 4 Posted by jeff on 20 Jul, 2015 03:46 PM

    jeff's Avatar

    Hi Ian - I dont remember the version number - but it was the most current and recent version published to the MAC App Store prior to version 2015.5. In other words I was current with the latest version prior to upgrading to 2015.5.

    jeff

  5. Support Staff 5 Posted by Ian L on 20 Jul, 2015 06:02 PM

    Ian L's Avatar

    Can you send me a screenshot of what you're seeing? You can read instructions for taking a screenshot from here:

    http://www.take-a-screenshot.org/

    Ian
    Infinite Kind Support

  6. 6 Posted by jeff on 28 Jul, 2015 11:57 PM

    jeff's Avatar

    Ian did you see the reply and screen shot I sent a while back? What is the status on this?

  7. Support Staff 7 Posted by Ethan on 29 Jul, 2015 12:01 PM

    Ethan's Avatar

    Hi Jeff,

    We didn't receive any messages from you since Ian's last reply. Can you please try sending your screenshot again?

    Ethan
    Moneydance Support

  8. 8 Posted by jeff on 30 Jul, 2015 09:10 PM

    jeff's Avatar

    Here is the online bill payment screen after I have selected a payee - the category field is blank - it should be filled with the category I selected the last time I did a payment for this same payee.

    jeff

  9. 9 Posted by Scott Meehan on 31 Jul, 2015 03:24 PM

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    Hi Jeff,

    Can you send me the output of your console log? This can be found by going to Help -> Console window in Moneydance, then clicking the "Copy to clipboard" button and pasting the output to us here.

    Scott Meehan
    Infinite Kind Support

  10. 10 Posted by jeff on 01 Aug, 2015 01:04 AM

    jeff's Avatar

    Here is what is loaded after the app starts up. There is more info written when I go into online payments but it has account info so I cant include that here:

    Starting Moneydance 2015.5 (1225) at Fri Jul 31 20:54:38 EDT 2015
    Settings Folder: /Users/jeff/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance
    OS: Mac OS X 10.10.4 x86_64
    Java: 1.8.0_45 (Oracle Corporation)
    Is in sandbox: true; restricted file access: false
    Initializing Moneydance SSL
    Created new custom trust manager
    TRUSTMGR: initialized custom stream handler factory...
    initialised mono font: java.awt.Font[family=Gill Sans,name=Gill Sans,style=plain,size=13]
    initialised fonts:
    base=java.awt.Font[family=Helvetica Neue,name=Helvetica Neue,style=plain,size=13];
    numeric=java.awt.Font[family=Gill Sans,name=Gill Sans,style=plain,size=13];
    register=java.awt.Font[family=Dialog,name=Helvetica Regular,style=plain,size=12];
    header=java.awt.Font[family=Helvetica Neue,name=Helvetica Neue,style=plain,size=15]
    multires images available: true
    initialised mono font: java.awt.Font[family=Gill Sans,name=Gill Sans,style=plain,size=13]
    opening last file: 2013-12-07
    loading dataset: /Users/jeff/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/2013-12-07.moneydance
    loading with 128 bit encryption key
    book:2013-12-07; uuid:4731d3cd-559c-4d66-9f1c-6fea0c62ac74
    trunk data loaded (0.383 seconds), checking for incremental updates
     reading txn file 20150703151715_006.txn
     reading txn file 20150705014624_895.txn
     reading txn file 20150705014711_782.txn
     reading txn file 20150705014724_696.txn
     reading txn file 20150705014820_823.txn
     reading txn file 20150705014836_509.txn
     reading txn file 20150705014901_096.txn
     reading txn file 20150705014927_788.txn
     reading txn file 20150705014946_179.txn
     reading txn file 20150705015019_280.txn
     reading txn file 20150705015047_136.txn
     reading txn file 20150705015255_215.txn
     reading txn file 20150705015512_034.txn
     reading txn file 20150705015525_096.txn
     reading txn file 20150705015702_755.txn
     reading txn file 20150705015716_490.txn
     reading txn file 20150715093436_023.txn
     reading txn file 20150715093548_508.txn
     reading txn file 20150716211432_691.txn
     reading txn file 20150717023003_445.txn
     reading txn file 20150717023057_631.txn
     reading txn file 20150717023110_616.txn
     reading txn file 20150717023122_120.txn
     reading txn file 20150717031112_078.txn
     reading txn file 20150717031311_199.txn
     reading txn file 20150717031321_749.txn
     reading txn file 20150717135059_645.txn
     reading txn file 20150717135105_806.txn
     reading txn file 20150717135126_053.txn
     reading txn file 20150717220708_302.txn
     reading txn file 20150717220815_096.txn
     reading txn file 20150717220826_886.txn
     reading txn file 20150717220830_481.txn
     reading txn file 20150717220852_285.txn
     reading txn file 20150718024511_768.txn
     reading txn file 20150718024623_652.txn
     reading txn file 20150718024633_829.txn
     reading txn file 20150718024650_070.txn
     reading txn file 20150718024728_864.txn
     reading txn file 20150718032112_921.txn
     reading txn file 20150718032208_466.txn
     reading txn file 20150718032215_945.txn
     reading txn file 20150720180515_692.txn
     reading txn file 20150721031618_757.txn
     reading txn file 20150721031731_283.txn
     reading txn file 20150725205313_377.txn
     reading txn file 20150725205431_252.txn
     reading txn file 20150725205445_685.txn
    replacing root: null () with new root: Root Account (b8387b9e-9c31-485f-baca-e0dd1c1cc37b
    invalid or null sync type ID; detecting best method...
    No default syncing method could be determined. Using null
    Sending message to https://www.oasis.cfree.com/fip/genesis/prod/04501.ofx
    >>>>>>>>

  11. Support Staff 11 Posted by Ian L on 03 Aug, 2015 01:52 PM

    Ian L's Avatar

    Hi Jeff,

    I believe this is fixed in build 1261 of Moneydance, which will be available on the preview website in about 20 minutes. Once available, you'll be able to download it here:

    http://infinitekind.com/preview

    Could you install that version and let me know if the problem is resolved?

    Ian
    Infinite Kind Support

  12. 12 Posted by jeff on 09 Aug, 2015 12:01 PM

    jeff's Avatar

    Thanks Ian I was out of town and just got back. Do you know when this will be available as a general release on the Mac app store? I would rather install that than the preview if possible.

    jeff

  13. Support Staff 13 Posted by Ethan on 09 Aug, 2015 12:30 PM

    Ethan's Avatar

    Hello Jeff,

    Updates to the Mac App Store version are much less frequent. We will likely make another one in the next few weeks (but haven't decided exactly when yet), and it also takes an additional week or so for Apple to review an update before it releases it for download.

    Ethan
    Moneydance Support

  14. System closed this discussion on 19 Mar, 2016 04:57 AM.

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