I LOVE this app. But ... every time I download transactions from my bank and import them, I am required to "match up" payees as well as categories for the same people and categories over and over again. It seems as though the app is simply not "learning" when I match up a downloaded payee name with my MW payee list and the same for the category list.
Any idea why this might be happening?
Payees are remembered but categories have not been learned and have to be laboriously re entered
Nothing yet Asen ...
What about 2.04 for OSX ?
Is there an update to the OS X version that will provide the same fix?
(For now I simply do the importing on my iPad, everything works great and syncs back to my Mac)
I have reported the same problem, MW not keeping assigned categories.
I did not have that problem with version 1.x
I am not on the Beta team.
I am using latest version 2.0.3 (build 15)
Also hope that the fix will be applied to OSX version of MW.
Just done my monthly download and categories are not remembered again. I don't really want to do the Beta thing but I would like this problem to be sorted sooner than later.
I download the Quicken OFX option rather than the QUIF file - is that relevant ?
Alright let me clarify something, what you are looking for is that when you change a transaction with payee 1234ZXCV to Payee A, next time a transaction from payee 1234ZXCV, it should download as Payee 1, correct?
Got the beta. Fixed it perfectly!
Yes. MoneyWiz 2.0.4 update for MacOSX will contain the fix as well :)
If you are still experiencing issues with MoneyWiz learning your assignments of payees and categories, please contact us directly at firstname.lastname@example.org
We might need to investigate each case separately as this functionality depends on the bank you're connecting to and the platform you're using.
Thank you in advance!