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| 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. |
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| In microsoft.public.money, V S wrote: - quote - > I downloaded a bunch of transactions from my bank want to
I would make an extra copy of your file in case you do not like the> 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 ? 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. |
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| 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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