Hi,

Response inline...

"Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
news:E51D1BEA-5A7F-4C35-9372-9101E468F3FE[at]microsoft.com...

| So if I understand you right, when you upload, all (more or less)
| transactions get to have a category assigned to them. Is this correct?

YES....

|
| If it is then we're at the hub of the problem because that is *exactly*
| what does not happen when I download!
|
| Unless your bank somehow provides information about what category a
| transaction belongs to (which I doubt because how could they know...) this
| must be a consequence of Money having made a link between the payee field
and
| the category (I don't see any other way...) which is why I began talking
| about autocompleting the payee field in the first place.

Suspect you are correct about money making a link between payee field and
category.

|
| So please let me know if your transactions automatically have a category
| assigned to them, and if yes, help me troubleshoot why it does not work
for
| me!

I have been using money since 2001, cannot rememeber how I set it up,
however it does assign categories to my download transactions.

You might try this.....

After download, edit each transaction to have your desired categoies.

The next time you download, if the payee field is the same as previous
edited transaction, it should assign the same catergory.

Ken

| "Ken" wrote:
|
| > Another thought..
| | > I have View set to see all transaction detail.
| | > After download I always scan to verify each transaction is assigned to
| > correct category, if not, edit as required. Over time I discover edit is
| > seldom required. Suspect this is because money remembers previous edits.
| | > Ken
| | > "Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
| > news:82C303FD-650B-47F6-9C32-54327CC8C1C9[at]microsoft.com...
| > | I've just begun using Money 2007 and thought it is switched on in the
| > | settings, AutoComplete does not work.
| > |
| > | Might this be because I have to import my account data instead of
using an
| > | automated online service (my bank does not offer that)?
| > |
| > | Could somebody explain to me how AutoComplete is supposed to work?
| |

So if I understand you right, when you upload, all (more or less)
transactions get to have a category assigned to them. Is this correct?

If it is then we're at the hub of the problem because that is *exactly*
what does not happen when I download!

Unless your bank somehow provides information about what category a
transaction belongs to (which I doubt because how could they know...) this
must be a consequence of Money having made a link between the payee field and
the category (I don't see any other way...) which is why I began talking
about autocompleting the payee field in the first place.

So please let me know if your transactions automatically have a category
assigned to them, and if yes, help me troubleshoot why it does not work for
me!

"Ken" wrote:

- quote -

Another thought..

I have View set to see all transaction detail.

After download I always scan to verify each transaction is assigned to
correct category, if not, edit as required. Over time I discover edit is
seldom required. Suspect this is because money remembers previous edits.

Ken

"Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
news:82C303FD-650B-47F6-9C32-54327CC8C1C9[at]microsoft.com...
| I've just begun using Money 2007 and thought it is switched on in the
| settings, AutoComplete does not work.
|
| Might this be because I have to import my account data instead of using an
| automated online service (my bank does not offer that)?
|
| Could somebody explain to me how AutoComplete is supposed to work?

There is an online manual at http://www.microsoft.com/money

Good luck in your quest.
Ken

"Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
news:3E163D20-63DC-4BFF-95ED-264C1CA94D70[at]microsoft.com...

| Thanks. The MVPs site looks good to know. I'll probably play around with
| Money a little while to make sure I understand how it works, and if I
decide
| to sticck with it I'll send my suggestions to MS.
|
| "Ken" wrote:
|
| > Perhaps...
| | > Submitting Wishes to Microsoft for Microsoft Money
| > http://money.mvps.org/faq/article/10.aspx
| | > Also you might be interested in
http://money.mvps.org/faq/importexport.aspx
| | > Ken
|

Thanks. The MVPs site looks good to know. I'll probably play around with
Money a little while to make sure I understand how it works, and if I decide
to sticck with it I'll send my suggestions to MS.

"Ken" wrote:

- quote -

Perhaps...

Submitting Wishes to Microsoft for Microsoft Money
http://money.mvps.org/faq/article/10.aspx

Also you might be interested in http://money.mvps.org/faq/importexport.aspx

Ken

"Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
news:B475E393-D6DC-4CA6-940C-9AF4AC02383A[at]microsoft.com...
| Hmm, I seem to remember my UK version of Quicken did that 6-7years ago...
|
| That would seem an obvious feature request. Does anybody from the MS
design
| team read this forum?
|
| "Ken" wrote:
|
| > I have never seen a prompt categories when importing from my bank.
| | > Ken
| | > "Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
| > news:CB960BB7-34D3-4910-9E28-0CBDFCA93C7D[at]microsoft.com...
| > | So it wouldn't prompt categories etc. for known payees? Do you know if
| > there
| > | is another way to do that, then?
| > |
| > | Thanks
| > |
| > | "Ken" wrote:
| > |
| > | > Hi Henrik,
| > | | > | > According to what I read in HELP about AutoComplete it is a feature
that
| > | > automatically finishes filling in a name when you begin to Type on
the
| > | > Keyboard.
| > | | > | > With AutoComplete, Money fills in names you've typed before as soon
as
| > you
| > | > type the first few letters. Money keeps a list of the payees,
| > categories,
| > | > classifications, and amounts you enter. It offers a name as soon as
it
| > | > recognizes an unambiguous match to the first few letters you type.
| > | | > | > For example, you might record transactions with different payees,
such
| > as
| > | > Lisa Walters, Dora Lee, and Dave White. When you enter a new
transaction
| > and
| > | > type "Da" in the Payee field, Money will suggest Dave White as the
payee
| > | > name. If you type "L", Money will suggest Lisa Walters.
| > | | > | > When Money suggests a name, you can either accept it or continue
typing
| > a
| > | > new one. The new name you type will be added to Money's list.
| > | | > | > Ken
| > | | > | | > | > "Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
| > | > news:381F35E2-13D0-4EFF-8243-DA2B1F1CA553[at]microsoft.com...
| > | | > | > | Here is the thing:
| > | > |
| > | > | I would expect AutoComplete during data uploads would
automatically
| > assign
| > | > | categories to new transactions to existing payees based on the
latest
| > | > | transaction to the payee. So the in a new transaction from 'My
| > | > Supermarket',
| > | > | 'Food' would automatically be assigned because that category was
| > assigned
| > | > the
| > | > | last time.
| > | > |
| > | > | This does not work.
| > | > |
| > | > | Can it be because I have to use File/Import/Downloaded Statement
to
| > upload
| > | > | my data (my bank does not offer an online solution)?
| > | > |
| > | > | Thanks
| > | > |
| > | > | "Ken" wrote:
| > | > |
| > | > | > AutoComplete
| > | > | | > | > | > A Money feature that automatically finishes filling in a name
when
| > you
| > | > begin
| > | > | > to type one that you've used before. You can accept the name
Money
| > | > suggests
| > | > | > or finish typing a new one.
| > | > | | > | > | > For more info... Open Money, activate F1 key on the keyboard,
input
| > | > | > AutoComplete in the search box.
| > | > | | > | > | > Hope this helps,
| > | > | > Ken
| > | > | | > | > | > "Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
| > | > | > news:82C303FD-650B-47F6-9C32-54327CC8C1C9[at]microsoft.com...
| > | > | > | I've just begun using Money 2007 and thought it is switched on
in
| > the
| > | > | > | settings, AutoComplete does not work.
| > | > | > |
| > | > | > | Might this be because I have to import my account data instead
of
| > | > using an
| > | > | > | automated online service (my bank does not offer that)?
| > | > | > |
| > | > | > | Could somebody explain to me how AutoComplete is supposed to
work?
| > | > | | > | > | | > | | > | | |

Hmm, I seem to remember my UK version of Quicken did that 6-7years ago...

That would seem an obvious feature request. Does anybody from the MS design
team read this forum?

"Ken" wrote:

- quote -

I have never seen a prompt categories when importing from my bank.

Ken

"Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
news:CB960BB7-34D3-4910-9E28-0CBDFCA93C7D[at]microsoft.com...
| So it wouldn't prompt categories etc. for known payees? Do you know if
there
| is another way to do that, then?
|
| Thanks
|
| "Ken" wrote:
|
| > Hi Henrik,
| | > According to what I read in HELP about AutoComplete it is a feature that
| > automatically finishes filling in a name when you begin to Type on the
| > Keyboard.
| | > With AutoComplete, Money fills in names you've typed before as soon as
you
| > type the first few letters. Money keeps a list of the payees,
categories,
| > classifications, and amounts you enter. It offers a name as soon as it
| > recognizes an unambiguous match to the first few letters you type.
| | > For example, you might record transactions with different payees, such
as
| > Lisa Walters, Dora Lee, and Dave White. When you enter a new transaction
and
| > type "Da" in the Payee field, Money will suggest Dave White as the payee
| > name. If you type "L", Money will suggest Lisa Walters.
| | > When Money suggests a name, you can either accept it or continue typing
a
| > new one. The new name you type will be added to Money's list.
| | > Ken
| | | > "Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
| > news:381F35E2-13D0-4EFF-8243-DA2B1F1CA553[at]microsoft.com...
| | > | Here is the thing:
| > |
| > | I would expect AutoComplete during data uploads would automatically
assign
| > | categories to new transactions to existing payees based on the latest
| > | transaction to the payee. So the in a new transaction from 'My
| > Supermarket',
| > | 'Food' would automatically be assigned because that category was
assigned
| > the
| > | last time.
| > |
| > | This does not work.
| > |
| > | Can it be because I have to use File/Import/Downloaded Statement to
upload
| > | my data (my bank does not offer an online solution)?
| > |
| > | Thanks
| > |
| > | "Ken" wrote:
| > |
| > | > AutoComplete
| > | | > | > A Money feature that automatically finishes filling in a name when
you
| > begin
| > | > to type one that you've used before. You can accept the name Money
| > suggests
| > | > or finish typing a new one.
| > | | > | > For more info... Open Money, activate F1 key on the keyboard, input
| > | > AutoComplete in the search box.
| > | | > | > Hope this helps,
| > | > Ken
| > | | > | > "Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
| > | > news:82C303FD-650B-47F6-9C32-54327CC8C1C9[at]microsoft.com...
| > | > | I've just begun using Money 2007 and thought it is switched on in
the
| > | > | settings, AutoComplete does not work.
| > | > |
| > | > | Might this be because I have to import my account data instead of
| > using an
| > | > | automated online service (my bank does not offer that)?
| > | > |
| > | > | Could somebody explain to me how AutoComplete is supposed to work?
| > | | > | | |

So it wouldn't prompt categories etc. for known payees? Do you know if there
is another way to do that, then?

Thanks

"Ken" wrote:

- quote -

Hi Henrik,

According to what I read in HELP about AutoComplete it is a feature that
automatically finishes filling in a name when you begin to Type on the
Keyboard.

With AutoComplete, Money fills in names you've typed before as soon as you
type the first few letters. Money keeps a list of the payees, categories,
classifications, and amounts you enter. It offers a name as soon as it
recognizes an unambiguous match to the first few letters you type.

For example, you might record transactions with different payees, such as
Lisa Walters, Dora Lee, and Dave White. When you enter a new transaction and
type "Da" in the Payee field, Money will suggest Dave White as the payee
name. If you type "L", Money will suggest Lisa Walters.

When Money suggests a name, you can either accept it or continue typing a
new one. The new name you type will be added to Money's list.

Ken


"Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
news:381F35E2-13D0-4EFF-8243-DA2B1F1CA553[at]microsoft.com...

| Here is the thing:
|
| I would expect AutoComplete during data uploads would automatically assign
| categories to new transactions to existing payees based on the latest
| transaction to the payee. So the in a new transaction from 'My
Supermarket',
| 'Food' would automatically be assigned because that category was assigned
the
| last time.
|
| This does not work.
|
| Can it be because I have to use File/Import/Downloaded Statement to upload
| my data (my bank does not offer an online solution)?
|
| Thanks
|
| "Ken" wrote:
|
| > AutoComplete
| | > A Money feature that automatically finishes filling in a name when you
begin
| > to type one that you've used before. You can accept the name Money
suggests
| > or finish typing a new one.
| | > For more info... Open Money, activate F1 key on the keyboard, input
| > AutoComplete in the search box.
| | > Hope this helps,
| > Ken
| | > "Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
| > news:82C303FD-650B-47F6-9C32-54327CC8C1C9[at]microsoft.com...
| > | I've just begun using Money 2007 and thought it is switched on in the
| > | settings, AutoComplete does not work.
| > |
| > | Might this be because I have to import my account data instead of
using an
| > | automated online service (my bank does not offer that)?
| > |
| > | Could somebody explain to me how AutoComplete is supposed to work?
| |

Here is the thing:

I would expect AutoComplete during data uploads would automatically assign
categories to new transactions to existing payees based on the latest
transaction to the payee. So the in a new transaction from 'My Supermarket',
'Food' would automatically be assigned because that category was assigned the
last time.

This does not work.

Can it be because I have to use File/Import/Downloaded Statement to upload
my data (my bank does not offer an online solution)?

Thanks

"Ken" wrote:

- quote -

AutoComplete

A Money feature that automatically finishes filling in a name when you begin
to type one that you've used before. You can accept the name Money suggests
or finish typing a new one.

For more info... Open Money, activate F1 key on the keyboard, input
AutoComplete in the search box.

Hope this helps,
Ken

"Henrik" <Henrik[at]discussions.microsoft.com> wrote in message
news:82C303FD-650B-47F6-9C32-54327CC8C1C9[at]microsoft.com...
| I've just begun using Money 2007 and thought it is switched on in the
| settings, AutoComplete does not work.
|
| Might this be because I have to import my account data instead of using an
| automated online service (my bank does not offer that)?
|
| Could somebody explain to me how AutoComplete is supposed to work?

I've just begun using Money 2007 and thought it is switched on in the
settings, AutoComplete does not work.

Might this be because I have to import my account data instead of using an
automated online service (my bank does not offer that)?

Could somebody explain to me how AutoComplete is supposed to work?