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#3
11-07-2005, 04:58 AM
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 Re: Money2006, how to assign category to multiple entries? <HammerJoe[at]gmail.com> wrote in message news:1131332899.245401.61570[at]g49g2000cwa.googlegroups.com... - quote - > You confirmed what I suspected that there is no way to do it with
Use the Find function, specifying criteria that groups them together by> special categories. > When I said a ton I am talking about 300 or so. As I said I did slack > keeping money up to date and these transactions > pilled up. credit card. Copy the special category ("credit card payment: bankname") to your clipboard. Edit the transactions selected by double-clicking with your mouse, right-click on the category field, paste. It's a manual process, but using a method something like that will save a lot of keystrokes. Revise the Find criteria for each credit card account. - quote - > For some reason, Money does not remember to assign the category to the
That's puzzling. In Tools> Settings> Online Service Settings, have you> payee usually leaving them blank from ofx file. > If I do enter a transaction manually I just need to type the payee and > category is filled automatically. checked "Replace downloaded payee name with user-altered names when available."? That may be beneficial. -- Chris Cowles Gainesville, FL |
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#2
11-07-2005, 02:08 AM
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| Re: Money2006, how to assign category to multiple entries? Thanks for the reply. You confirmed what I suspected that there is no way to do it with special categories. When I said a ton I am talking about 300 or so. As I said I did slack keeping money up to date and these transactions pilled up. For some reason, Money does not remember to assign the category to the payee usually leaving them blank from ofx file. If I do enter a transacation manually I just need to type the payee and category is filled automatically. |
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#1
11-06-2005, 02:36 AM
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| Re: Money2006, how to assign category to multiple entries? <HammerJoe[at]gmail.com> wrote in message news:1130509589.494682.67040[at]g47g2000cwa.googlegroups.com... - quote - > When I go to my account in money I see all those payments correctly
For transactions that don't use special categories, Find and Replace works> assigned to the right payee, but for some reason money did not assign > the category "credit card payment : Mastercard" > I have a ton of them and I dont feel doing it manually. > Is there a way for me to assign that category to all the entries at > once and have money assign it every time a new entry is created from > ofx??? > This applies to other entries as well, but I am able to correct them as > the category is available to be chosen when multiple entries are > selected and I choose the "change category" option. > But any category that falls under the special is not available. well for your purpose. It seems that you can't use it with special categories, but you can at least to locate them and change them manually. It's not that hard to do. Just how many transactions is "a ton"? Once you've revised some downloaded transactions before accepting them, Money remembers future transactions for the same payee and categorizes them like the most recent. -- Chris Cowles Gainesville, FL |
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11-06-2005, 01:44 AM
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| Re: Money2006, how to assign category to multiple entries? Anyone please? |
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#-1
10-28-2005, 02:26 PM
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| Money2006, how to assign category to multiple entries? Hi, I use my credit card to do most of my shopping and what I do when I get home I just pay it thru my online bank. I've been slacking these past months because of job related issues and yesterday I downloaded the ofx file from my online bank to money 2006. When I go to my account in money I see all those payments correctly assigned to the right payee, but for some reason money did not assign the category "credit card payment : Mastercard" I have a ton of them and I dont feel doing it manually. Is there a way for me to assign that category to all the entries at once and have money assign it every time a new entry is created from ofx??? This applies to other entries as well, but I am able to correct them as the category is available to be chosen when multiple entries are selected and I choose the "change category" option. But any category that falls under the special is not available. Thanks |
| Tags |
| assign, category, entries, money2006, multiple |
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