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Downloaded transaction categories

Please forgive this question, as I suspect it has been asked/dealt with previously. But I cannot find reference to it in any documentation.


My question: Can or does MoneyDance "automatically" categorize a transaction upon downloading, and assign it to a previously identified category for such a Payor or Payee type? IOW, does MoneyDance "learn" as it goes, so that each like-kind of downloaded transaction need not be manually changed to its correct (non--default) category?


Thanks!


Hi,
Thank you for contacting Moneydance support.


I believe you are referring to the feature Automatically Merge Downloaded Transactions. When selecting this option from Moneydance/File->Preferences->Network, it automatically merges and categorizes transactions downloaded through direct connections, or imported from your bank's website.


I hope this information is helpful. Please let us know if you have further questions or need more assistance.

 Hi James,


Did this solve the problem for you? I am still having the same problem. All the downloaded transaction for me show up as the default category (ATM Withdrawals in my case). MD 2022.3 (4077) on Windows 10.


I am setting up an empty account from scratch, linking it to an online account (created through MD+), and then downloading all the transactions. All the transaction show unconfirmed.


Any help would be greatly appreciated! Thank you in advance for your time


 

Yes, have same issue - all transactions downloaded from MoneyDance+ use default Category Tag of ATM Withdrawal even though I set 'Automatically Merge Downloaded Transactions'.

Any way to auto categorize? 

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