Automatically assign categories to payees?


P

pk181

Is this possible in Money 2003? If so, how does one go about it?
I would like to have it say, match Safeway with Groceries, so that I
don't have to put a category in each time. If this is not a feature of
this particular program, does anyone know if ANY program has this
feature?
 
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C

Cal Learner-- MVP

In said:
Is this possible in Money 2003? If so, how does one go about it?
I would like to have it say, match Safeway with Groceries, so that I
don't have to put a category in each time. If this is not a feature of
this particular program, does anyone know if ANY program has this
feature?
Start a transaction in the register and select Safeway as the Payee(
the Tab key can be useful once Safeway shows). Select Groceries as
the category. Enter the numbers. Click Enter.

Start a new transaction in the register and select Safeway as the
Payee (pressing the Tab key once Safeway shows. Expect Groceries to
appear as the category. Enter the numbers. Click Enter.
 
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D

Dick Watson

Check your Tools|Options setting for category autocomplete. (Can't remember
exact path/names from M03.)
 

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