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Old 08-07-2006, 05:11 AM
Cal Learner-- MVP
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Default Re: Payee - Category Association

In microsoft.public.money, sameernath wrote:

- quote -

> I have MS Money 2004 standard version. I have the following problems
> with Payee-> Category association. Please help.
> 1. Some of the payees on my credit card accounts and bank statements do
> not have a category associated with them. Each of such payees have
> quite a lot of transactions and hence it is impractical for me to
> change categories by going to each transaction. I couldn't find any
> lead with which I can associate a Payee to a Category. Any pointers?


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.


- quote -

> 2. Some of the payees are associated with wrong categories. How do I
> change that?


You could use the same tool.


- quote -

> I hope both of these can be solved in a single solution. I tried
> Accounts & Bills -> Categories & Payees -> Payees -> Payees Rules
> Manager. But there is no option of associating a Payee with a
> Category. I would appreciate any help in this regard. Thanks in
> advance.

  #-1  
Old 08-07-2006, 04:09 AM
sameernath
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Posts: n/a
Default Payee - Category Association

I have MS Money 2004 standard version. I have the following problems
with Payee-> Category association. Please help.

1. Some of the payees on my credit card accounts and bank statements do
not have a category associated with them. Each of such payees have
quite a lot of transactions and hence it is impractical for me to
change categories by going to each transaction. I couldn't find any
lead with which I can associate a Payee to a Category. Any pointers?
2. Some of the payees are associated with wrong categories. How do I
change that?

I hope both of these can be solved in a single solution. I tried
Accounts & Bills -> Categories & Payees -> Payees -> Payees Rules
Manager. But there is no option of associating a Payee with a
Category. I would appreciate any help in this regard. Thanks in
advance.

Sam

 

Tags
association, category, payee
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