Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 08-21-2007, 04:50 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Payee Categorization...

In microsoft.public.money, Daniel Pitts wrote:

- quote -

> That aside, I have a specific problem I'd like to tackle... My bank
> reports dividends with "Interest" as the Payee, but MS Money keeps
> categorizing this as Loan Interest. Is there a way to change the
> automatic payee-> category selection?


Change the category using the drop-down list before accepting. Money
should catch on.

In the register note that ctrl+T will toggle how the transactions
are displayed.
  #-1  
Old 08-21-2007, 04:36 AM
Daniel Pitts
Guest
 
Posts: n/a
Default Payee Categorization...

Okay, so I just got MS Money 2007. So far, I like the high level
features that it offers, but <soapbox> it needs a LOT of work on
Usability... Ahem. </soapbox
That aside, I have a specific problem I'd like to tackle... My bank
reports dividends with "Interest" as the Payee, but MS Money keeps
categorizing this as Loan Interest. Is there a way to change the
automatic payee-> category selection?

 

Tags
categorization, payee
Similar Threads
Thread Forum Replies Last Post
Categorization
Joshua Frank: Hi All, I have to categorize a lot of transactions and I don't want to do them one by one if I can help it. I could do this by payee, i.e.,...
Microsoft Money 2 02-22-2005 08:13 PM
payee aggregation and categorization
Mike: I'm using the trial version of money deluxe 04 and have just gone through the payee list and aggregated multiple listing say a gas station like...
Microsoft Money 4 01-01-2005 03:33 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 01:35 AM.