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| 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 Food ining Out for us traditionalists). "Bob's" will get itnowhere. 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? |
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| 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 |
| Tags |
| automatic, categorization, work |
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