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#10
08-11-2006, 01:05 PM
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 Re: Category not automatically filling in when adding a transaction manually neal.wilkinson[at]gmail.com wrote: - quote - > Anna wrote:
Neal,> > Neal, > > Are you hitting Enter OR Tab after entering the payee? When I hit Tab, > > it enters the category. When I hit Enter, it does not. > > > If that is the case, then you can change that behavior by putting a > > check in the "Use Enter key to move between fields" in the Global > > Settings. This is a user preference. > > > However, just clicking in the category field should be the same as > > hitting the Tab key. > Tab simply moves between the fields available and doesn't have any > effect on the category on my end. When I press enter to enter the > transaction or use the mouse and press save the result is the same. If you have auto complete ON, then your problem is different. I found that auto complete was turned off on my Money 2007 even though it was on in my Money 2006. Steve |
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#9
08-11-2006, 11:08 AM
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| Re: Category not automatically filling in when adding a transaction manually Steve wrote: - quote - > Chris Cowles got this right. Most of us had auto complete checked in
Autocomplete is on. It should be on, correct?> Money 2006. Well, 2007 settings didn't have it. Entering some > transactions today manually using my mouse, not the keyboard and the > categories weren't automatically showing up. Reviewed the settings in > the tools drop down and there it was. Easy to fix, but VERY frustrating > that Money does this to long time users. Steve |
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#8
08-11-2006, 10:58 AM
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| Re: Category not automatically filling in when adding a transaction manually Anna wrote: - quote - > Neal,
Tab simply moves between the fields available and doesn't have any> Are you hitting Enter OR Tab after entering the payee? When I hit Tab, > it enters the category. When I hit Enter, it does not. > If that is the case, then you can change that behavior by putting a > check in the "Use Enter key to move between fields" in the Global > Settings. This is a user preference. > However, just clicking in the category field should be the same as > hitting the Tab key. effect on the category on my end. When I press enter to enter the transaction or use the mouse and press save the result is the same. |
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#7
08-11-2006, 12:26 AM
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| Re: Category not automatically filling in when adding a transaction manually Anna wrote: - quote - > Neal,
Chris Cowles got this right. Most of us had auto complete checked in> Are you hitting Enter OR Tab after entering the payee? When I hit Tab, > it enters the category. When I hit Enter, it does not. > If that is the case, then you can change that behavior by putting a > check in the "Use Enter key to move between fields" in the Global > Settings. This is a user preference. > However, just clicking in the category field should be the same as > hitting the Tab key. > neal.wilkinson[at]gmail.com wrote: > > Anyone know of a piece of software that will do this? Money 2006. Well, 2007 settings didn't have it. Entering some transactions today manually using my mouse, not the keyboard and the categories weren't automatically showing up. Reviewed the settings in the tools drop down and there it was. Easy to fix, but VERY frustrating that Money does this to long time users. Steve |
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#6
08-10-2006, 02:38 AM
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| Re: Category not automatically filling in when adding a transaction manually Neal, Are you hitting Enter OR Tab after entering the payee? When I hit Tab, it enters the category. When I hit Enter, it does not. If that is the case, then you can change that behavior by putting a check in the "Use Enter key to move between fields" in the Global Settings. This is a user preference. However, just clicking in the category field should be the same as hitting the Tab key. neal.wilkinson[at]gmail.com wrote: - quote - > Anyone know of a piece of software that will do this? |
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#5
08-09-2006, 11:13 PM
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| Re: Category not automatically filling in when adding a transaction manually Anyone know of a piece of software that will do this? |
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#4
08-08-2006, 09:27 AM
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| Re: Category not automatically filling in when adding a transaction manually Cal Learner-- MVP wrote: - quote - > Do you have ShowStandardizedPayeeNamesForWhichANameIsNotFound set in
I didn't but I toggled it and it hasn't made a difference. Any more> your Tools-> Options/Settings-> OnlineServices ? ideas? |
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#3
08-04-2006, 03:15 AM
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| Re: Category not automatically filling in when adding a transaction manually In 2007 (and 2006, to my recollection), try: Tools> Setting> Account Settings (global)> Use Autocomplete. -- Chris Cowles Gainesville, FL <neal.wilkinson[at]gmail.com> wrote in message news:1154603449.476659.243590[at]i42g2000cwa.googlegroups.com... - quote - > Is it normal behavior to have to manually add the category when adding > a transaction manually? > If I let the transaction download from the bank it will add it > automatically but I'd like to put my transactions in as I go but not > have to go add the category, I'd like it to fill in automatically. > Thanks |
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#2
08-03-2006, 10:18 PM
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| Re: Category not automatically filling in when adding a transaction manually In microsoft.public.money, neal.wilkinson[at]gmail.com wrote: - quote - > Steve wrote:
Do you have ShowStandardizedPayeeNamesForWhichANameIsNotFound set in> > If you are using a NEW payee you need to tell Money what category to > > link the transaction to. On future transactions using that payee, Money > > will automatically assign the category. Of course, you can always > > change the category on the transaction if it doesn't apply. Steve > They aren't new payee's. That's the way I would have thought it would > have worked as well. > The same payee's which fill in the category automatically when > downloading from the bank do not do so when manually adding a > transaction. Any ideas? your Tools-> Options/Settings-> OnlineServices ? |
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#1
08-03-2006, 09:21 PM
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| Re: Category not automatically filling in when adding a transaction manually Steve wrote: - quote - > If you are using a NEW payee you need to tell Money what category to
They aren't new payee's. That's the way I would have thought it would> link the transaction to. On future transactions using that payee, Money > will automatically assign the category. Of course, you can always > change the category on the transaction if it doesn't apply. Steve have worked as well. The same payee's which fill in the category automatically when downloading from the bank do not do so when manually adding a transaction. Any ideas? |
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08-03-2006, 02:02 PM
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| Re: Category not automatically filling in when adding a transaction manually neal.wilkinson[at]gmail.com wrote: - quote - > Is it normal behavior to have to manually add the category when adding
If you are using a NEW payee you need to tell Money what category to> a transaction manually? > If I let the transaction download from the bank it will add it > automatically but I'd like to put my transactions in as I go but not > have to go add the category, I'd like it to fill in automatically. > Thanks link the transaction to. On future transactions using that payee, Money will automatically assign the category. Of course, you can always change the category on the transaction if it doesn't apply. Steve |
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#-1
08-03-2006, 11:10 AM
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| Category not automatically filling in when adding a transaction manually Is it normal behavior to have to manually add the category when adding a transaction manually? If I let the transaction download from the bank it will add it automatically but I'd like to put my transactions in as I go but not have to go add the category, I'd like it to fill in automatically. Thanks |
| Tags |
| adding, automatically, category, filling, manually, transaction |
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