[moneydance] getting categories from previous transactions

[Sean Reilly]

On 4/21/07, Jeff Macdonald <macfisherman+md at gmail.com> wrote:
> 566 doesn't seem to help. It seems to introduce a new thing. Apparently
> MoneyDance views any transaction that starts with CheckCard as a payment to
> my Dentist. It re-writes the Description to 'Dentist' and sets the category
> for whatever the Dentist category is.

Can you email me a copy of the full payee and memo fields of the
transaction?  Build 566 evaluates the similarity of payee and memo
fields to the downloaded values for previous transactions.  If the
best match found meets a certain threshold then the payee and category
from the previous transaction are used.  If the payee mainly consists
of "CheckCard" followed by a number then it may meet that threshold.

> Does the developer API allow one to implement their own matching algo?

Not directly, but you could always use the developer API to get the
list of downloaded transactions for each account and then change the
names yourself.  You might only have to change them enough to make the
built-in matching algorithm work better.  In your case this might mean
simply removing the "CheckCard" text from each payee so that a larger
portion of the payee field is specific to that payee and transaction.

Thanks,
Sean