Assigning categories...


J

JamMoser

I have downloaded all of last years (2004) transactions from my bank to
Microsoft Money 2004. Is there a way to assign all the transactions with the
same payee to a certain category at once? For example, can I assisgn all the
Price Chopper transactions to the Food:Groceries category at once or do I
have to select each individual transaction and select the category? Thanks
for the help.
 
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C

Cal Learner-- MVP

I have downloaded all of last years (2004) transactions from my bank to
Microsoft Money 2004. Is there a way to assign all the transactions with the
same payee to a certain category at once? For example, can I assisgn all the
Price Chopper transactions to the Food:Groceries category at once or do I
have to select each individual transaction and select the category?
Then go to Tools->FindAndReplace and choose the Advanced search. You
will find it powerful.

Make an extra copy or extra backup of your file before trying this
until you are practiced.
 
M

Mark Horn

Then go to Tools->FindAndReplace and choose the Advanced search. You
will find it powerful.
That is powerful! Is there a "tips & tricks" document somewhere? I
didn't see anything in umpmfaq.info for this. Anyway, that should
definately be in there.
 
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D

Dick Watson

I'm not sure that commonly exposed features documented in help actually
merit a Tips & Tricks document. But if you want to contribute one to the
uFAQ, I'll surely consider it.
 

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