[moneydance] Request for feature.

[Sean Reilly]

Hi John,

Until tonight the only way to edit payees for transactions already in  
the register was to edit the transaction and change each payee one by  
one.

If you update to the preview version of Moneydance (build 568) you  
will now get the ability to batch-change transactions.  That is, you  
can set the payee, category, check# or memo field for all of the  
currently selected transactions in an account register.  To do this,  
select the transactions you want to change (possibly using the quick- 
search field to filter by those transactions) then right-click (or  
control-click on a mac) or click the top right corner of the register  
and select "Batch Change" from the popup.  You can also use this to  
move the selected set of transactions to another account (by  
selecting "Account" from the batch change menu).

You can update to the preview version of Moneydance by installing the  
updater extension and then setting it to look for "preview releases".

Thanks,
Sean

On May 13, 2007, at 3:38 PM, John W. Foster wrote:

> I 'NEED' to be able to edit the payees in my accounts since BofA  
> downloads
> have to be done as .qif files unless you are willing to pay for the  
> download
> service...& I'm not. I see that there is a connection between the  
> addres book
> & the payee's data, so is there some way to access the payees  
> directly? I am
> aware that when you manually enter a check/transaction that a payee is
> created, however I generally import the .qif file then edit the  
> transactions.
> Yeah I know it's backwards but it works for me. This is a  
> commercial setting
> with a lot of transactions done by several people. I take the  
> receipts they
> turn in & match them up with the download. No receipt...no  
> reimbursement.
> Thanks!
> -- 
> John W. Foster