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Ticket #452 (new enhancement)

Opened 3 years ago

Last modified 2 years ago

Include memo or category in memorised transactions

Reported by: lancel@minister.com Assigned to: sreilly
Priority: major Milestone: Moneydance 2007
Component: interface Version: 2006.preview
Keywords: auto complete fill description split Cc:

Description

Start a new transaction. Description field. Start to type - you get the menu with memorised transactions to choose from. But the menu items only display description and amount. This means you only get the option of one set of transaction data (the most recent, I assume?) for each description. This becomes a limitation if the description field contains the name of say your local supermarket where you shop regularly for all kinds of items.

If the menu with the memorised transactions could be optionally configured to include the memo and/or the category, you could then have two or more memorised transactions with same trader to choose from, and you should be able to pick which one you want.

Incidentally this might also be a partial solution, at least, to the well-known issue with memorised split transactions being entered where you don't want them, and then having a major exercise to get rid of the splits. e.g. #120, #281

Change History

03/07/06 14:39:13 changed by anonymous

  • priority changed from major to minor.

03/17/06 17:22:19 changed by lancel@minister.com

  • priority changed from minor to major.

I think it's a major enhancement because it would majorly improve the speed and comparative efficiency (comparing MD with Quicken, at least) of entering transactions.