implement cross-account autocompletion

bb's Avatar

bb

23 Nov, 2016 03:24 PM

It would be great if autocompletion was remembered across accounts. As of now, if I switch banks or credit cards I have to reenter all this saved info. It is a huge waste of time.

  1. 1 Posted by -Kevin N. on 23 Nov, 2016 03:54 PM

    -Kevin N.'s Avatar

    Hi bb,

    This issue has been discussed here on these forums at length.

    There are arguments for both global auto-complete and account-specific auto-complete.

    The obvious solution is to make it a user-defined option.

    -Kevin N.

  2. 2 Posted by bb on 23 Nov, 2016 04:25 PM

    bb's Avatar

    A user-defined option would be perfectly fine with me.

  3. System closed this discussion on 22 Feb, 2017 04:30 PM.

  4. bb re-opened this discussion on 01 Jun, 2017 01:29 PM

  5. 3 Posted by bb on 01 Jun, 2017 01:29 PM

    bb's Avatar

    Any update on this? I remember in the Slack channel hearing that this would be a trivial change if I would just add it to the feature suggestions.

  6. Support Staff 4 Posted by Ian O on 01 Jun, 2017 01:59 PM

    Ian O's Avatar

    Hi,

    We have an open suggestion ticket regarding having autocompletion function across all accounts within a Moneydance data set. I've attached it to this discussion and the developers will be looking into it. I'm unable to supply a timescale for the implementation of this suggestion but you will be notified via this thread if the change is made in Moneydance.

    Please let me know if I can be of further assistance!

    Ian O
    Infinite Kind Support

  7. System closed this discussion on 31 Aug, 2017 02:00 PM.

  8. bb re-opened this discussion on 13 Jun, 2018 01:09 PM

  9. 5 Posted by bb on 13 Jun, 2018 01:09 PM

    bb's Avatar

    Checking to see if there was any decision made on this?

  10. 6 Posted by -Kevin N. on 13 Jun, 2018 01:37 PM

    -Kevin N.'s Avatar

    For some time now, and unfortunately, global auto-complete has been implemented into MD 2017 without offering it as a user-defined option.

    I find it entirely unhelpful when entering an item into my investment account to have auto-complete offer items from my checking account.

    Without the user-defined option, this is a huge step backwards.

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

  11. 7 Posted by bb on 13 Jun, 2018 05:29 PM

    bb's Avatar

    Do you know what version it started with? I have version 2017.7.1 and I don't have it.

  12. 8 Posted by -Kevin N. on 13 Jun, 2018 05:51 PM

    -Kevin N.'s Avatar

    Hi bb,

    Per The Infinitekind Blog - 2017.6
    When finding autocompletion matches, allow matches from other accounts if no similar transactions were found in the current account.

    It's the sixth change listed in the blog.

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

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