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Old 05-31-2004, 02:48 PM
Chris Cowles
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Posts: n/a
Default Re: Bulk-assign transactions to categories

If you already assigned them but want to change the assignment, use
search/replace, limited to account and date range in question. Then pick the
particular transactions you want to change and edit by replacing the data in
the desired field.
--
Chris Cowles,
Gainesville, FL

"V S" <anonymous[at]discussions.microsoft.com> wrote in message
news:13cc001c44472$5080df00$a301280a[at]phx.gbl...
- quote -

> Hi,
> I downloaded a bunch of transactions from my bank want to
> assign them to appropriate categories. Money made a best
> guess on some of the transactions, but most of them are
> still unassigned. Is there a way to bulk-assign a bunch
> of transactions to one category _after_ they were
> downloaded from the bank ? I know that for transactions
> that I'll download from this point on Money will assign
> them to the right categories based on previous history.
> However right now I have about 200 unassigned
> transactions, I can't believe I have to go through them
> one-by-one manually ! I figured out a way to query for
> all transactions with certain text in the transaction
> name, but I could not find a way to assign them to a
> particular category. Can somebody help ?
> Thanks,
> V.



 
Old 05-28-2004, 05:37 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Bulk-assign transactions to categories

In microsoft.public.money, V S wrote:

- quote -

> I downloaded a bunch of transactions from my bank want to
> assign them to appropriate categories. Money made a best
> guess on some of the transactions, but most of them are
> still unassigned. Is there a way to bulk-assign a bunch
> of transactions to one category _after_ they were
> downloaded from the bank ? I know that for transactions
> that I'll download from this point on Money will assign
> them to the right categories based on previous history.
> However right now I have about 200 unassigned
> transactions, I can't believe I have to go through them
> one-by-one manually ! I figured out a way to query for
> all transactions with certain text in the transaction
> name, but I could not find a way to assign them to a
> particular category. Can somebody help ?


I would make an extra copy of your file in case you do not like the
result. Then go to Tools-> FindAndReplace and choose the Advanced
Search. Click Category and Clear All. Then select the two
IncludeUnassigned.... boxes.


After you do the Find portion, it will present a Replace
portion. Select the Category you want to assign to those
transactions that did not already have a category.

Perhaps this is not what you meant. However you can just change your
choices to make your desired action.

  #-1  
Old 05-28-2004, 05:12 AM
V S
Guest
 
Posts: n/a
Default Bulk-assign transactions to categories


Hi,


I downloaded a bunch of transactions from my bank want to
assign them to appropriate categories. Money made a best
guess on some of the transactions, but most of them are
still unassigned. Is there a way to bulk-assign a bunch
of transactions to one category _after_ they were
downloaded from the bank ? I know that for transactions
that I'll download from this point on Money will assign
them to the right categories based on previous history.
However right now I have about 200 unassigned
transactions, I can't believe I have to go through them
one-by-one manually ! I figured out a way to query for
all transactions with certain text in the transaction
name, but I could not find a way to assign them to a
particular category. Can somebody help ?

Thanks,
V.
 

Tags
bulkassign, categories, transactions
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