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| Cal Learner-- MVP wrote: - quote - > In microsoft.public.money, Dan wrote:
up periodically to a cd-rw.> > > Cal-Thanks for the reply, I'll give it a shot. The program always backs > > up to a zip drive on closing, so hopefully if there's a fatal error > > (noooo!) I can recover. > > I would not trust my file to a single Zip disk. I am not sure about > a rotation of such disks. I suggest you also have a copy on a USB > flash drive (more reliable), and perhaps burn a copy to CDR your > safe deposit box. Wrong terminology, I meant flash drive ;-) I should probably also back Tried the process, works like a charm! Much easier than doing each entry separately. Thanks again. Dan |
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| In microsoft.public.money, Dan wrote: - quote - > Cal-Thanks for the reply, I'll give it a shot. The program always backs
I would not trust my file to a single Zip disk. I am not sure about> up to a zip drive on closing, so hopefully if there's a fatal error > (noooo!) I can recover. a rotation of such disks. I suggest you also have a copy on a USB flash drive (more reliable), and perhaps burn a copy to CDR your safe deposit box. |
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| Cal Learner-- MVP wrote: - quote - > In microsoft.public.money, Dan wrote:
Cal-Thanks for the reply, I'll give it a shot. The program always backs> > I recently dl'd 700 some credit card transactions into Money '04. The > > majority of these transactions can be accounted for by a handful of > > payees, grocers, gas stations, utilities, etc. Rather than, say, go > > into each transaction to QFC groceries & adding the category "food : > > groceries", I would like to do set all transactions with the payee QFC > > to that category at once. I've looked through the help file (no help) > > as well as the site http://money.mvps.org & I cannot find a way to do > > this. I see also that you can view/edit a list of payees, as well as a > > list of categories, but there does not appear to be a way to view a list > > of payees, setting each one to a certain category, which would then > > appear in each instance of that payee in the register. This seems like > > a real no-brainer; if there's no way to do this, there sure should be! > I would make an extra copy of your file in case you do not like the > result. Then go to Tools-> FindAndReplace and choose the Advanced > Search. After you do the Find portion, it will present a Replace > portion. There you can make changes to the Payee or Category, etc > for selected transactions. up to a zip drive on closing, so hopefully if there's a fatal error (noooo!) I can recover. Hopefully. Still seems like at the least you should be able to pull up a list of every payee ever entered & specify category & other info. Or is that too obvious? Seems like they put enough effort into figuring out how to work ADS etc into the thing... |
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| In microsoft.public.money, Dan wrote: - quote - > I recently dl'd 700 some credit card transactions into Money '04. The
I would make an extra copy of your file in case you do not like the> majority of these transactions can be accounted for by a handful of > payees, grocers, gas stations, utilities, etc. Rather than, say, go > into each transaction to QFC groceries & adding the category "food : > groceries", I would like to do set all transactions with the payee QFC > to that category at once. I've looked through the help file (no help) > as well as the site http://money.mvps.org & I cannot find a way to do > this. I see also that you can view/edit a list of payees, as well as a > list of categories, but there does not appear to be a way to view a list > of payees, setting each one to a certain category, which would then > appear in each instance of that payee in the register. This seems like > a real no-brainer; if there's no way to do this, there sure should be! result. Then go to Tools-> FindAndReplace and choose the Advanced Search. After you do the Find portion, it will present a Replace portion. There you can make changes to the Payee or Category, etc for selected transactions. |
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#-1
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| I recently dl'd 700 some credit card transactions into Money '04. The majority of these transactions can be accounted for by a handful of payees, grocers, gas stations, utilities, etc. Rather than, say, go into each transaction to QFC groceries & adding the category "food : groceries", I would like to do set all transactions with the payee QFC to that category at once. I've looked through the help file (no help) as well as the site http://money.mvps.org & I cannot find a way to do this. I see also that you can view/edit a list of payees, as well as a list of categories, but there does not appear to be a way to view a list of payees, setting each one to a certain category, which would then appear in each instance of that payee in the register. This seems like a real no-brainer; if there's no way to do this, there sure should be! TIA Dan |
| Tags |
| assigning, category, number, payee, transactions |
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