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| In microsoft.public.money, daniel.chawner[at]gmail.com wrote: - quote - > I would like to train MS Money 2006 to "learn" how to categorize some
I suggest you change the category before accepting the transactions,> downloaded transactions differently. For instance, Money always > categorizes "Quick Chek" entries as groceries, when I would like them > to be (and have to change it manually) "Dining Out". Same thing for > cash withdrawals (no auto match) and gasoline purchases (Money will > match it to Automobile, but not the "gasoline" subcategory). > Is there a way to help Money learn my preferred matches? I have been > using this instance of Money for over 8 months. and see if Money catches on. |
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| <daniel.chawner[at]gmail.com> wrote in message news:1145640073.277406.11200[at]z34g2000cwc.googlegroups.com... - quote - > I would like to train MS Money 2006 to "learn" how to categorize some
If you haven't already, consider:> downloaded transactions differently. For instance, Money always > categorizes "Quick Chek" entries as groceries, when I would like them > to be (and have to change it manually) "Dining Out". Same thing for > cash withdrawals (no auto match) and gasoline purchases (Money will > match it to Automobile, but not the "gasoline" subcategory). > Is there a way to help Money learn my preferred matches? I have been > using this instance of Money for over 8 months. Tools> Account Settings> UseAutoComplete Tools> Online Service Settings> Replace downloaded payee names... Tools> Online Service Settings> Show standardized payee names... Also, go to Payees> Payee Rules Manager. Edit the excluded names list to include the description of our ATM withdrawals, if consistent. If inconsistent only in an ATM #, such as "W/D CASH ATM 4567", "Show standardized payee names" will affect that in a positive way. Consider editing the Preferred payee name field so inconsistent download descriptions will be recognized and grouped together as a single payee. Editing the payee description in the register, before accepting, should do that for you though. Do you have Tools> Online Service Settings> Automatically accept... checked? If so, you're editing the transactions AFTER money has categorized and saved them. I doubt if it learns very well, that way. Better not to have that check, and edit where necessary before accepting. If this is the case, you may find the payee and category match improves. -- Chris Cowles Gainesville, FL |
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#-1
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| I would like to train MS Money 2006 to "learn" how to categorize some downloaded transactions differently. For instance, Money always categorizes "Quick Chek" entries as groceries, when I would like them to be (and have to change it manually) "Dining Out". Same thing for cash withdrawals (no auto match) and gasoline purchases (Money will match it to Automobile, but not the "gasoline" subcategory). Is there a way to help Money learn my preferred matches? I have been using this instance of Money for over 8 months. |
| Tags |
| 2006, categorize, money, training, transactions |
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