[moneydance] Investment download category assignment
Michael Casteel
mac at casteel.org
Tue May 22 02:43:59 EDT 2007
Is there any way to get MD to make sensible assignments of
categories on downloaded investment transactions?
Typical transactions are Dividend payment, Sell and Buy. MD
seems to assign the account's 'default category' to each--if I
set it to 'Dividend income', then sell/buy commissions default
to 'Dividend income'. If I set it to 'Commissions' then
Dividends default to 'Commissions'.
This makes no sense. Do I have to manually correct half the
transactions I download? Surely there is a way to have MD use a
sensible category for e.g. Dividends, so I can set the fee
category to 'Commissions' without having to change every
Dividend transaction? I can't believe this is how MD is supposed
to work.
--
Mike Casteel
mac at casteel.org Seattle, WA
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