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  #10  
Old 05-05-2004, 08:24 PM
wj
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Posts: n/a
Default Re: How to change a payee's category?

I don't know whether you can set a category to go permanently with a payee,
even with Kroger, you may have grocery purchase, or pharmacy purchase, or
even buying a donation food bag.

The way I perceive is that Money tries to be smart and intelligent by
itself, it categorizes based on what you have entered before. Though first
several times it may be wrong, but it will eventually get it.

For the past transactions, you need to go to any one Kroger transaction,
highlight, then right-click and choose Go to Payee, a popup window will list
all Kroger items, from here, you can hightlight signle, multiple or all
items by clicking the first then Ctrl-click another. One you highlight a
group, you are able to change category in one action.

For future transactions, when you get new statement, you have to edit each
Kroger transaction one by one, and assign category for each payee name.
After a while, Money will remember to automatically assign Grocery to
Kroger. I don't have a theoretical proof for this practice, nor statistics
how many time you need to teach it to remember.

I do have problem with same payee having various category, Money will mess
up for sure. So best way is to distinguish in payee name, rather than
manually change every time. For example, "Walmart" for general household,
"Walmart Pharacy" for prescription cost, and "Walmart School" for school
supplies.

"D H Harris" <dixon[at]sohelpme.info> wrote in message
news:eQ6bTQjLEHA.1556[at]TK2MSFTNGP10.phx.gbl...
- quote -

> 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 will always
> show that category in the future?
> Example: When I d/l the monthly statement from my bank, Kroger, to take an
> example, always show category Household for some reason. It should show
> Groceries.
> I can change this on a check by check basis. But how can I make a global
> change so that when the Payee Kroger hits the account, it will always

assign
> Groceries as the category. This will same a bunch of work.
> Thanks for your help.
> DHH



  #9  
Old 05-01-2004, 04:06 PM
Dick Watson
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Posts: n/a
Default Re: How to change a payee's category?

BTW, your first post in this thread offered NOTHING in the way of an answer
or how to fix/help a problem. Your second post asked a question. I answered
this question. So, I'm 1 for 1 in providing answers fix/help in this thread
and you are 0 for.

"icon" <icon[at]cogeco.ca> wrote in message
news:Z%Okc.345643$2oI1.153966[at]twister01.bloor.is.net.cable.rogers.com...
- quote -

> whatever man,,if you dont know the awswer and how to fix/help a problem
you
> shouldnt reply with smartass comments in the first place
> I do want this fixed so that i can use something I paid money for and sell
> it to someone..



  #8  
Old 05-01-2004, 03:59 PM
Dick Watson
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Posts: n/a
Default Re: How to change a payee's category?

As does yours, eh?

"icon" <icon[at]cogeco.ca> wrote in message
news:U0Pkc.345666$2oI1.206152[at]twister01.bloor.is.net.cable.rogers.com...
- quote -

> oh and btw Dick, your first name suits your personality


  #7  
Old 05-01-2004, 03:05 PM
icon
Guest
 
Posts: n/a
Default Re: How to change a payee's category?

oh and btw Dick, your first name suits your personality



"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:Ob7yzqwLEHA.340[at]TK2MSFTNGP11.phx.gbl...
- quote -

> Who said there was anything wrong with asking for help in a news forum?
> Who said there was anything wrong with saying negative things about
> Microsoft?
> You came here saying you'd already transitioned to Quicken. (So what do

you
> care about making Money work?) You were complaining about Microsoft

Support
> and MVPs not answering your question about this product you paid money

for.
> All I pointed out to you was the fallacy of complaining to fellow users
> about Microsoft, as if we can do anything about Microsoft, and asserting
> that somehow MVPs owed you something because you bought a Microsoft

product.
> BTW, I did answer one of the questions you asked.
> "icon" <icon[at]cogeco.ca> wrote in message
> news:zgykc.3207$_o1.413337[at]read2.cgocable.net...
> > hehe
> > god forbid someone asks for help ina news forum eh!!!
> > > or says something negative about microsoft,,,how typical



  #6  
Old 05-01-2004, 03:04 PM
icon
Guest
 
Posts: n/a
Default Re: How to change a payee's category?

whatever man,,if you dont know the awswer and how to fix/help a problem you
shouldnt reply with smartass comments in the first place

I do want this fixed so that i can use something I paid money for and sell
it to someone..




"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:Ob7yzqwLEHA.340[at]TK2MSFTNGP11.phx.gbl...
- quote -

> Who said there was anything wrong with asking for help in a news forum?
> Who said there was anything wrong with saying negative things about
> Microsoft?
> You came here saying you'd already transitioned to Quicken. (So what do

you
> care about making Money work?) You were complaining about Microsoft

Support
> and MVPs not answering your question about this product you paid money

for.
> All I pointed out to you was the fallacy of complaining to fellow users
> about Microsoft, as if we can do anything about Microsoft, and asserting
> that somehow MVPs owed you something because you bought a Microsoft

product.
> BTW, I did answer one of the questions you asked.
> "icon" <icon[at]cogeco.ca> wrote in message
> news:zgykc.3207$_o1.413337[at]read2.cgocable.net...
> > hehe
> > god forbid someone asks for help ina news forum eh!!!
> > > or says something negative about microsoft,,,how typical



  #5  
Old 04-30-2004, 11:27 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How to change a payee's category?

Who said there was anything wrong with asking for help in a news forum?

Who said there was anything wrong with saying negative things about
Microsoft?

You came here saying you'd already transitioned to Quicken. (So what do you
care about making Money work?) You were complaining about Microsoft Support
and MVPs not answering your question about this product you paid money for.
All I pointed out to you was the fallacy of complaining to fellow users
about Microsoft, as if we can do anything about Microsoft, and asserting
that somehow MVPs owed you something because you bought a Microsoft product.

BTW, I did answer one of the questions you asked.

"icon" <icon[at]cogeco.ca> wrote in message
news:zgykc.3207$_o1.413337[at]read2.cgocable.net...
- quote -

> hehe
> god forbid someone asks for help ina news forum eh!!!
> or says something negative about microsoft,,,how typical



  #4  
Old 04-30-2004, 08:01 PM
icon
Guest
 
Posts: n/a
Default Re: How to change a payee's category?

hehe
god forbid someone asks for help ina news forum eh!!!

or says something negative about microsoft,,,how typical




"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23bNfGuuLEHA.1032[at]tk2msftngp13.phx.gbl...
- quote -

> MVPs don't work for Microsoft. They got none of your money. If you want
> support from Microsoft, open a support case. If they won't help, complain

to
> them, not fellow users. The newsgroup is not a vehicle from
> Microsoft-to-user support.
> If you bought it in the last 30 days, see
> http://umpmfaq.info/faqdb.php?q=49.
> "icon" <icon[at]cogeco.ca> wrote in message
> news:kxxkc.3837$_12.1531[at]read1.cgocable.net...
> > because i expect support on a product i spent money on that I cant

> use,,or,
> > i apologise for trying to get help on somehitng that cost me money from

a
> > company that doesnt care about the customer after they have collected

the
> > money from them
> > > I dont want to be pain in the butt but i just feel its gay..
> > > Can I get my money back????



  #3  
Old 04-30-2004, 07:44 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How to change a payee's category?

MVPs don't work for Microsoft. They got none of your money. If you want
support from Microsoft, open a support case. If they won't help, complain to
them, not fellow users. The newsgroup is not a vehicle from
Microsoft-to-user support.

If you bought it in the last 30 days, see
http://umpmfaq.info/faqdb.php?q=49.

"icon" <icon[at]cogeco.ca> wrote in message
news:kxxkc.3837$_12.1531[at]read1.cgocable.net...
- quote -

> because i expect support on a product i spent money on that I cant
use,,or,
> i apologise for trying to get help on somehitng that cost me money from a
> company that doesnt care about the customer after they have collected the
> money from them
> I dont want to be pain in the butt but i just feel its gay..
> Can I get my money back????



  #2  
Old 04-30-2004, 07:03 PM
icon
Guest
 
Posts: n/a
Default Re: How to change a payee's category?

because i expect support on a product i spent money on that I cant use,,or,
i apologise for trying to get help on somehitng that cost me money from a
company that doesnt care about the customer after they have collected the
money from them

I dont want to be pain in the butt but i just feel its gay..

Can I get my money back????


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:Ol4XKDuLEHA.808[at]tk2msftngp13.phx.gbl...
- quote -

> Why should the bother trying? You dumped Money and went to Quicken. I hope
> it's working well for you.
> "icon" <icon[at]cogeco.ca> wrote in message
> news:f3wkc.3193$_o1.410018[at]read2.cgocable.net...
> > MVPs prove me wrong!!!!



  #1  
Old 04-30-2004, 06:27 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: How to change a payee's category?

Why should the bother trying? You dumped Money and went to Quicken. I hope
it's working well for you.

"icon" <icon[at]cogeco.ca> wrote in message
news:f3wkc.3193$_o1.410018[at]read2.cgocable.net...
- quote -

> MVPs prove me wrong!!!!


 
Old 04-30-2004, 05:31 PM
icon
Guest
 
Posts: n/a
Default Re: How to change a payee's category?

This is the reason why I dumpped money and went to Quicken. I email
Microsoft support but never got an answer,,people posted this question here
before but never got an answer (at least i didnt see it). And once again no
MVPs has answered your question. Not very goos product support especially
with a KEY feature missing .

The closest i got to the answer was here

http://www.microsoft.com/money/partner/tools/sic.asp


MVPs prove me wrong!!!!




"D H Harris" <dixon[at]sohelpme.info> wrote in message
news:eQ6bTQjLEHA.1556[at]TK2MSFTNGP10.phx.gbl...
- quote -

> 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 will always
> show that category in the future?
> Example: When I d/l the monthly statement from my bank, Kroger, to take an
> example, always show category Household for some reason. It should show
> Groceries.
> I can change this on a check by check basis. But how can I make a global
> change so that when the Payee Kroger hits the account, it will always

assign
> Groceries as the category. This will same a bunch of work.
> Thanks for your help.
> DHH



  #-1  
Old 04-29-2004, 09:59 PM
D H Harris
Guest
 
Posts: n/a
Default How to change a payee's category?

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 will always
show that category in the future?

Example: When I d/l the monthly statement from my bank, Kroger, to take an
example, always show category Household for some reason. It should show
Groceries.

I can change this on a check by check basis. But how can I make a global
change so that when the Payee Kroger hits the account, it will always assign
Groceries as the category. This will same a bunch of work.

Thanks for your help.

DHH


 

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category, change, payee
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