virtual basecamp since 1996
Sean Reilly, a developer from Moneydance commented on an earlier piece I wrote about how the application auto-categorizes downloaded transactions. I noted that Moneydance does not auto-categorize, but he is correct, it does auto-categorize up to a point.
I want to point out how Mint and Moneydance approach auto-categorization differently and why I think Mint’s method is superior. When auto-categorizing downloaded transactions, Moneydance uses a more exact match in the merchant field of…
February 15, 2008