Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 05-14-2004, 04:31 PM
Mark
Guest
 
Posts: n/a
Default Re: Automatic Categorization of downloaded transactions

Categorization is linked to the payee names.
So, if the download is not sending payee names or is sending different
spellings then what you currently have (and had previously categorized),
that could explain it.

-Mark


"tpstar" <anonymous[at]discussions.microsoft.com> wrote in message
news:cbf701c4393f$aa9a0540$a401280a[at]phx.gbl...
- quote -

> Hello Money Users,
> I'm asking this question after 2-3 days of effort,
> googling and searching on this news group.
> I definitely need your help.
> I have set up my credit cards, banks and download
> statements, no problems. But most of the downloaded
> transactions come with blank (unassigned) category even
> though I have set up in Tools/Options/Category/Require
> Category for each transaction. I have even set up
> Autocomplete (although i don't think it would realy help).
> Is there any way that I can instruct Money categorize
> automatically from downloaded transactions? Or atleast can
> it reconginse and assign categories based upon prevoiously
> entered Transactions?
> I'm currently evaluating Money 2004 Deluxe, Trial version.
> Is it becuase of I'm using trial version?
> Appreciate your help.
> Thanks,
> tpstar



  #-1  
Old 05-13-2004, 11:11 PM
tpstar
Guest
 
Posts: n/a
Default Automatic Categorization of downloaded transactions

Hello Money Users,

I'm asking this question after 2-3 days of effort,
googling and searching on this news group.
I definitely need your help.

I have set up my credit cards, banks and download
statements, no problems. But most of the downloaded
transactions come with blank (unassigned) category even
though I have set up in Tools/Options/Category/Require
Category for each transaction. I have even set up
Autocomplete (although i don't think it would realy help).
Is there any way that I can instruct Money categorize
automatically from downloaded transactions? Or atleast can
it reconginse and assign categories based upon prevoiously
entered Transactions?

I'm currently evaluating Money 2004 Deluxe, Trial version.
Is it becuase of I'm using trial version?

Appreciate your help.

Thanks,
tpstar

 

Tags
automatic, categorization, downloaded, transactions
Similar Threads
Thread Forum Replies Last Post
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
Downloaded transactions
Denny: How can I "fix" downloaded transactions that aren't there? I've downloaded my statements, they are imported into the account, Money tells me how...
Microsoft Money 2 08-11-2003 11:27 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 06:23 AM.