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| 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 |
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| 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 |
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