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| Use Tools: Find and Replace to edit all of them to a generic name like 'Pioneer'. All recorded variations will then be associated with that name and remember the last category used. Tools: Options: Online Services: 'Show standardized payee names...' will help some. You can't make the system recognize all instances of 'Pioneer*, but it will remove numeric identifiers which usually accomplishes almost the same thing. Also, look into Preferred Payee Names and Payee Rules Manager on the Payees page. "kevins_news" <kevins_news[at]n0spam.rogers.com> wrote in message news en1b1t9p80e8cp6ka2ci0n7e95bmm7gvm[at]4ax.com...- quote - > I'm using Money 2004 and i'm having a few issues that I hope Money has > a solution for. > Is there a way to set something so that whenever a payee has a > particular word in it a default category will be set? For example we > gas up at many different Pioneer gas stations and use credit card. So > each one has a slightly different name. "Pioneer #153 Waterloo" is > the most often used one and comes up with the default category > Automobile: Gasoline, I assume because it's the most used. Other > pioneers usually come up with no category and one "Pioneer #75 > Kitchen" always comes up as Food :groceries i assume because the city > Kitchener is always cut off at Kitchen. So is there a way I can set > something so that every time a payee has the word "Pioneer" it'll use > the default category of Gasoline? > Any help appreciated. |
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| I'm using Money 2004 and i'm having a few issues that I hope Money has a solution for. Is there a way to set something so that whenever a payee has a particular word in it a default category will be set? For example we gas up at many different Pioneer gas stations and use credit card. So each one has a slightly different name. "Pioneer #153 Waterloo" is the most often used one and comes up with the default category Automobile: Gasoline, I assume because it's the most used. Other pioneers usually come up with no category and one "Pioneer #75 Kitchen" always comes up as Food :groceries i assume because the city Kitchener is always cut off at Kitchen. So is there a way I can set something so that every time a payee has the word "Pioneer" it'll use the default category of Gasoline? Any help appreciated. |
| Tags |
| category, default, making, transaction |
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