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Old 11-23-2005, 12:50 PM
Dick Watson
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Default Re: How does Automatic categorization work?

Money will learn how you categorize previous transactions for the same
payee. Out-of-the-box (or with a new file), the automagic characterizations
based on keywords in Payees. "Bob's Burgers" will likely hit on "burgers" as
Dining Out (or Foodining Out for us traditionalists). "Bob's" will get it
nowhere. But if you've already entered a Dining Out transaction at "Bob's",
the next time you enter a transaction to "Bob's", Money will guess Dining
Out. Now, if you also buy gas at a different "Bob's", it'll think that's
Dining Out as well.

The keyword list isn't customizable.

"money 2006 help" <money2006help[at]discussions.microsoft.com> wrote in message
news:6CE9EB0A-85BF-4FBD-A576-E21394965D54[at]microsoft.com...
- quote -

> One basic function that I can't seem to figure out is how MS Money 2006
> automatically categorizes "some" transaction items and leaves that vast
> majority of them uncategorized when I view them in the Account register?
> Is
> it possible to customize how MS Money automatically categorizes new
> transactions when a bank statement is downloaded?



  #-1  
Old 11-23-2005, 04:50 AM
money 2006 help
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Posts: n/a
Default How does Automatic categorization work?

I'm currently evaluating MS Money 2006 Deluxe and have spent several hours
getting familar with the package. Through this time I've quickly realized
that a person can get lost in all the features of this program so I want to
keep things very simple.

One basic function that I can't seem to figure out is how MS Money 2006
automatically categorizes "some" transaction items and leaves that vast
majority of them uncategorized when I view them in the Account register? Is
it possible to customize how MS Money automatically categorizes new
transactions when a bank statement is downloaded?

Any help/advice would be appreciated
--
money 2006 help
 

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