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Old 05-28-2005, 11:56 AM
Mark Horn
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Default Re: Changing the category in an automatically entered transactions?

On 2005-05-28, Jimmy Durham <Jimmy> wrote:
- quote -

> I transfer money each week to my saving account. In the "Bills & Deposits"
> section of MSMoney 05 Deluxe, i have created a recurring transfer. This
> transaction automatically records a withdrawl in my checking account and a
> despoit in my savings account.
> My problem is that the category in the checking withdrawl automatically
> completes with "transfer: savings account". This description is found in the
> "Special" section of the available categories.
> How can i make it so that these automatic tranactions use a catogory of my
> choosing and stop using the default???


You can do this, but I'm going to first suggest that you don't.
You're misunderstanding the fundamental purpose of a transfer.
A transfer is budget and net worth neutral. You take money from one
account that you own and put it into another account that you own.
You haven't spent anything, and you haven't earned anything. Which
means that it should NOT apply to any spending or income category.

Of course, if you really want to do this, the way you'd do it is to delete
the automatic transfer, and replace it with two things. One automatic Bill
from the withdrawal account. Pick the category that you like. And one
automatic deposit into the savings account. Pick the category you like.

I advise against doing this, and would instead suggest you stick
with the transfer.
  #-1  
Old 05-28-2005, 12:40 AM
Jimmy Durham
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Posts: n/a
Default Changing the category in an automatically entered transactions?

I transfer money each week to my saving account. In the "Bills & Deposits"
section of MSMoney 05 Deluxe, i have created a recurring transfer. This
transaction automatically records a withdrawl in my checking account and a
despoit in my savings account.

My problem is that the category in the checking withdrawl automatically
completes with "transfer: savings account". This description is found in the
"Special" section of the available categories.

How can i make it so that these automatic tranactions use a catogory of my
choosing and stop using the default???

I thought that MS Money would recognize the other previous transactions and
automatically change the category to match, but this does not happen.

Any advice is appreciated.

Thanks, Jimmy
 

Tags
automatically, category, changing, entered, transactions
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