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#7
03-01-2006, 11:05 PM
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 Re: Categories-Please help with setup "Alex Ferenstein" <alexdok[at]internode.on.net> wrote in message news:120av7dl10merca[at]corp.supernews.com... - quote - > Not really what I was after. Money must keep a list somewhere.
Not necessarily. |
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#6
03-01-2006, 09:52 AM
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| Re: Categories-Please help with setup "Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message news:%238rS2NMPGHA.3460[at]TK2MSFTNGP15.phx.gbl... - quote - > "Alex Ferenstein" <alexdok[at]internode.on.net> wrote in message
Not really what I was after. Money must keep a list somewhere.> news:1208d228pnv661b[at]corp.supernews.com... > > Is there no way to pair up Payees with Categories, for example, I want all > > Payees which include *Woolworth* and *Coles* (which are downloaded via QIF > > import) to be categorised as "Groceries"? > Don't know if QIF, per se, does that, but Money does a decent job of > remembering the last category you used for a particular payee. You may need > to change a setting related to auto-fill, or something like that.... |
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#5
02-28-2006, 11:02 PM
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| Re: Categories-Please help with setup "Alex Ferenstein" <alexdok[at]internode.on.net> wrote in message news:1208d228pnv661b[at]corp.supernews.com... - quote - > Is there no way to pair up Payees with Categories, for example, I want all
Don't know if QIF, per se, does that, but Money does a decent job of> Payees which include *Woolworth* and *Coles* (which are downloaded via QIF > import) to be categorised as "Groceries"? remembering the last category you used for a particular payee. You may need to change a setting related to auto-fill, or something like that. Also, for OFX downloaded transactions, it tries to do some guessing if it doesn't already know the payee, and sometimes gets it right. -- Chris Cowles Gainesville, FL |
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#4
02-28-2006, 10:29 AM
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| Re: Categories-Please help with setup Is there no way to pair up Payees with Categories, for example, I want all Payees which include *Woolworth* and *Coles* (which are downloaded via QIF import) to be categorised as "Groceries"? "Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message news:%23eKdzR9NGHA.428[at]tk2msftngp13.phx.gbl... - quote - > "Victor" <Victor[at]discussions.microsoft.com> wrote in message > news:6FB8045B-A3B3-4B6B-87F1-F383D203FF62[at]microsoft.com... > > Sorry. I ran a search on Category and found multiple answers to this > > question. I think the find/replace wil work for me. If anyone has a new > > idea pls answer. > Change settings to use auto-fill. That will remember previous payee-category > suggestions. |
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#3
02-24-2006, 01:20 AM
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| Re: Categories-Please help with setup "Victor" <Victor[at]discussions.microsoft.com> wrote in message news:4121F745-1133-4065-8AE1-D2CE3F2B848D[at]microsoft.com... - quote - > Thanks, where do I find that setting?
Tools> Settings> Account Settings (global)> Use Auto-Complete.There are other settings on that page you may want to play around with. -- Chris Cowles Gainesville, FL |
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#2
02-23-2006, 03:46 AM
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| Re: Categories-Please help with setup Thanks, where do I find that setting? "Chris Cowles" wrote: - quote - > "Victor" <Victor[at]discussions.microsoft.com> wrote in message > news:6FB8045B-A3B3-4B6B-87F1-F383D203FF62[at]microsoft.com... > > Sorry. I ran a search on Category and found multiple answers to this > > question. I think the find/replace wil work for me. If anyone has a new > > idea pls answer. > Change settings to use auto-fill. That will remember previous payee-category > suggestions. |
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#1
02-22-2006, 04:21 PM
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| Re: Categories-Please help with setup "Victor" <Victor[at]discussions.microsoft.com> wrote in message news:6FB8045B-A3B3-4B6B-87F1-F383D203FF62[at]microsoft.com... - quote - > Sorry. I ran a search on Category and found multiple answers to this
Change settings to use auto-fill. That will remember previous payee-category> question. I think the find/replace wil work for me. If anyone has a new > idea pls answer. suggestions. |
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02-22-2006, 02:25 PM
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| RE: Categories-Please help with setup Sorry. I ran a search on Category and found multiple answers to this question. I think the find/replace wil work for me. If anyone has a new idea pls answer. THX "Victor" wrote: - quote - > Just installed Delux 2006. I'm looking for a way to assign categories as > global to certain expenses. Example: Dr. Jones would always be Health: > Physian. As is now I am entering these individually. If it matters I am > with Bank of America doing auto downloads of statements. > TIA, > Victor |
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#-1
02-22-2006, 01:14 PM
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| Categories-Please help with setup Just installed Delux 2006. I'm looking for a way to assign categories as global to certain expenses. Example: Dr. Jones would always be Health: Physian. As is now I am entering these individually. If it matters I am with Bank of America doing auto downloads of statements. TIA, Victor |
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| categoriesplease, setup |
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