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Old 06-17-2005, 01:15 AM
Chris Cowles
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Default Re: Making a certain transaction always get the same default category.

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
newsen1b1t9p80e8cp6ka2ci0n7e95bmm7gvm[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.



  #-1  
Old 06-16-2005, 02:12 AM
kevins_news
Guest
 
Posts: n/a
Default Making a certain transaction always get the same default category.

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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