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?
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.