| | |||
| |||
| In microsoft.public.money, sameernath wrote: - quote - > I have MS Money 2004 standard version. I have the following problems
I would make an extra copy of your file in case you do not like the> 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? 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
You could use the same tool.> change that? - 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
| |||
| |||
| 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 |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Memorizing Category for Each Payee wdj03: When I import qif files (either from my own Excel spreadsheet or from my credit card company) most of my common transactions come in with proper... | Microsoft Money | 3 | 05-06-2005 10:55 AM | |
| Automated use of last Category fro a Payee Jim: Will Money 2004 allow me to automatically use the last Category selected for a particular payee on older, already downloaded transactions? It works... | Microsoft Money | 1 | 10-03-2004 11:26 PM | |
| How to change a payee's category? D H Harris: Just setting up Money 2003. Concerning my bank statements and my payee categories. How and where do I change the category of a payee so that it... | Microsoft Money | 11 | 05-05-2004 08:24 PM | |
| Thread Tools | |
| Display Modes | |
| |