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  #4  
Old 06-14-2006, 02:37 AM
Chris Cowles
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Default Re: Money2002 - replacing categories on multiple transactions

"John S." <nomail[at]invalid.invalid> wrote in message
news:4XHjg.13292$Bj6.9573[at]trnddc08...
- quote -

> I'm not a database specialist by any means, but in general it seems that
> whatever is happening behind the scenes could use a little optimization.


Just a bit...


  #3  
Old 06-13-2006, 11:33 PM
John S.
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Default Re: Money2002 - replacing categories on multiple transactions

I'm not a database specialist by any means, but in general it seems that
whatever is happening behind the scenes could use a little optimization.


Thanks for the reply...
john

Dick Watson wrote:

- quote -

> Find and Replace allows simple changes of income or expense categories to
> other income or expense categories. The others, pretty much all of which are
> some form of split or transfer, do not fit that model. It's sad that
> find/replace is limited, but there it is. In fairness, designing a
> Find/Replace that supported, say, changing a series of simple Wages &
> Salary:Net wages to complete Paychecks with all of the splits would be very
> challenging to design in any generalized way. OTOH, why it can't support
> changing portions of memos or replacing classification is a mystery to me.
> "John S." <nomail[at]invalid.invalid> wrote in message
> news:mzojg.4112$WM4.2860[at]trnddc01...
> > What I'm trying to do is this: from a checking account, I have many
> > recurring transactions that would fall under these 'special' categories
> > that haven't been assigned any. So I would like to do them all at once,
> > using advanced find and replace. So far that hasn't worked, and I'm doing
> > them individually. Just trying to avoid some tedium.

  #2  
Old 06-13-2006, 01:52 AM
Dick Watson
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Default Re: Money2002 - replacing categories on multiple transactions

Find and Replace allows simple changes of income or expense categories to
other income or expense categories. The others, pretty much all of which are
some form of split or transfer, do not fit that model. It's sad that
find/replace is limited, but there it is. In fairness, designing a
Find/Replace that supported, say, changing a series of simple Wages &
Salary:Net wages to complete Paychecks with all of the splits would be very
challenging to design in any generalized way. OTOH, why it can't support
changing portions of memos or replacing classification is a mystery to me.

"John S." <nomail[at]invalid.invalid> wrote in message
news:mzojg.4112$WM4.2860[at]trnddc01...
- quote -

> What I'm trying to do is this: from a checking account, I have many
> recurring transactions that would fall under these 'special' categories
> that haven't been assigned any. So I would like to do them all at once,
> using advanced find and replace. So far that hasn't worked, and I'm doing
> them individually. Just trying to avoid some tedium.



  #1  
Old 06-13-2006, 01:30 AM
John S.
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Posts: n/a
Default Re: Money2002 - replacing categories on multiple transactions

Thanks for the reply Bill. Just a little confused myself now; I went
back and looked at categories (Accounts&Bills > Categories&Payees) and
only Income and Expenses are listed. But in the register (or ledger)
for an account, if I click on an entry and drop down the category list,
'special' categories are included: transfer, pay check, loan payment,
etc. Now, I've put in some categories of my own, but I haven't touched
these, so they must have been in there from the start. Of course, when
I try an advanced find and replace, only income and expenses are
available as choices to assign transactions.

What I'm trying to do is this: from a checking account, I have many
recurring transactions that would fall under these 'special' categories
that haven't been assigned any. So I would like to do them all at once,
using advanced find and replace. So far that hasn't worked, and I'm
doing them individually. Just trying to avoid some tedium.
Thanks,
john

William R Wood wrote:

- quote -

> Not sure what you are trying to do.
> Find and replace only permits category changes. Transfers are not
> categories, thus they are not on the list.
> I don't use loan payments but that sounds like a transfer. Don't know what
> you mean by paycheck. Don't you categorize each component of a paycheck?
> If so they will show up on the search list.
> You can find transfers using advanced find (use the account tab and type
> transfer in the text tab) and you can edit them individually which works
> fine as long as you don't have hundreds of them. I don't see a way to
> convert a transfer to something else in a wholesale fashion but I can't
> imagine why anyone would want to do that. Maybe if I understood what you
> are trying to do a workaround would come to mind.

 
Old 06-12-2006, 12:52 PM
William R Wood
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Posts: n/a
Default Re: Money2002 - replacing categories on multiple transactions

Not sure what you are trying to do.

Find and replace only permits category changes. Transfers are not
categories, thus they are not on the list.

I don't use loan payments but that sounds like a transfer. Don't know what
you mean by paycheck. Don't you categorize each component of a paycheck?
If so they will show up on the search list.

You can find transfers using advanced find (use the account tab and type
transfer in the text tab) and you can edit them individually which works
fine as long as you don't have hundreds of them. I don't see a way to
convert a transfer to something else in a wholesale fashion but I can't
imagine why anyone would want to do that. Maybe if I understood what you
are trying to do a workaround would come to mind.


--
Regards,

Bill Wood
Fountain Hills, AZ



"John S." <nomail[at]invalid.invalid> wrote in message
news:r3_ig.1516$h46.1184[at]trnddc07...
- quote -

> Using advanced find and replace, Money doesn't offer 'Special' categories
> (transfer, loan payment, paycheck, etc) as an option when reclassing
> categories on multiple transactions. The only category options available
> are income and expense. Is this normal behavior? Is there a work around
> to quickly reclassify many transactions?
> Thanks



  #-1  
Old 06-11-2006, 07:21 PM
John S.
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Posts: n/a
Default Money2002 - replacing categories on multiple transactions

Using advanced find and replace, Money doesn't offer 'Special'
categories (transfer, loan payment, paycheck, etc) as an option when
reclassing categories on multiple transactions. The only category
options available are income and expense. Is this normal behavior? Is
there a work around to quickly reclassify many transactions?

Thanks
 

Tags
categories, money2002, multiple, replacing, transactions
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