[moneydance] Request for feature.

John W. Foster johnwfoster at verizon.net
Sat May 19 09:07:53 EDT 2007


It works like a charm.
This is not exactly what I was looking for but it is a feature I had 
previously mentioned and I really appreciate your efforts to provide the 
excellent customer service that I have received.  This is a great feature 
that may save me more time than any other due to the large number of 
transactions that I process. 
Super job!!!!
On Friday 18 May 2007 18:11, Sean Reilly wrote:
> 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
>
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-- 
John W. Foster


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