If I understand you correctly; Click on the double arrows next to
'My Finances' at the upper left-hand corner of the Moneydance
window. You will see a drop-down list of all of your 'Active'
accounts / categories. Clicking on one of the listed items will
open the register of that particular item.
HTH -Kevin N.
No - a pane like the Manage Categories pane - so basically, you
would select a given account and be able to see all of the
memorized transactions for that account.
The issue now is that once a transaction is memorized for a
given account, the only way to edit it is to record a new
transaction based on the memorized one. Further, there is no way to
delete a memorized transaction if desired.
Take a look at the forecaster extension. It can display a table of
the Memorized txns for a given account. http://code.google.com/p/moneydance-forecaster/
Be careful to follow the installation instructions re renaming the
Memorized txns can be edited through the 'Reminders' link on the
Home Page. They can be deleted by clicking the minus sign at the
bottom of the list on the right.
HTH -Kevin N.
I'm not sure, but there may be a confusion here between
Memorized Transactions, which MD also calls Transaction Reminders,
and transaction information for auto-complete.
IIRC, Quicken refers to the latter as memorized, or at least
allows you to bring up a pseudo-register of these and to lock some
of them. There have been requests here for a similar feature in
But MD does not keep a list of transaction info for
auto-complete. Instead, when you start to enter a txn, MD looks at
past txns in the same register. So there isn't any list to look at
except the register itself.
And I hope that at least I haven't added to the confusion
So maybe this is a mis-understanding on my part - the operation appears to be different but results in a similar behavior to memorized\recorded transactions.
So if I understand you correctly, all MD does - as you type the payee - is check the transaction history in the given account and the most recent one to match the typed payee is used for auto-complete.
Yes, that's correct, at least basically. Perhaps the algorithm
is a bit more complex -- I'll wait and see if MD support has any
input -- but the auto-complete is done based on the register.
One thing you'll notice is that you have to type at least two
letters in the Description to invoke auto-complete, even if one
letter makes it unambiguous. I don't know whether that relates to
the search process, or if it simply has been found too error-prone
to invoke auto-complete with only one letter.
Memorized transactions (aka transaction reminders) are either
auto-entered, or show up on the home page as pending, depending on
what options you chose. If you right-click on a transaction and
pick Memorize, or go to the Reminders window and click the + button
and pick New Transaction Reminder, you get the same dialog box --
the only difference is that in the first case many of the fields
I do miss the locked transactions from Quicken. At least one
other discussion somewhere here has brought up that a similar
feature in MD would be very useful.