Automatically assigning categories


H

HP

How do I get Money to automatically assign a category? This feature works for
some payees and not others. I can’t find where I can set a category for a
payee so that every time I get a payment from them it auto assigns the
category. I'm having to spend ages each month assigning a category to same
payees time and time again...
 
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B

Bobbee

I came here looking for the same information. Is there a way to do this?
 
D

Dick Watson

What version/edition? Downloaded transactions? Are Payee names really the
same or do they have variants like store number or some such? Have you
checked Tools|Settings for autocomplete?

I enter 100% of my data by hand and don't spend ages each month doing it.
How just assigning categories takes ages is a mystery.
 
B

Bobbee

Allow me to solve your mystery.

I am using small business 2005. Sincce I just switch over from another
money program, the downloads occured all at once. Most were categorized.
There's about 70 that are not. I can go through one by one assigning
categories or I can find an option to assign categories by payee. They were
not downloaded with the same name, so that becomes a little more difficult.
Yes, I tried your suggestions already. No help.
 
D

Dick Watson

Almost nobody who uses * Business editions of Money helps other users here.

That having been said, perhaps I can answer one of your questions, though
not definitively for a Business edition. Money (at least non-Business
editions) does not have a way to specify a default category for a payee.
That's kinda like specifying a default phone number for a zip code. It can,
however, learn ways to figure out a Payee name from a range of possible
payee names (see "rules manager" in help) and to carry forward a prior
category for a given Payee to a new transaction with the same payee. How
exactly the UI does this when you are accepting downloaded transactions is a
mystery to me since I am a curmudgeon and skip all of this new-fangled
download data mangling stuff. Others will have to jump in here.
 
K

Ken

Hi Bobbee,

Look at 11/4/2006 post with subject: assign payee.......

Perhaps the reply's there might help.

Ken

| I came here looking for the same information. Is there a way to do this?
|
| "HP" wrote:
|
| > How do I get Money to automatically assign a category? This feature
works for
| > some payees and not others. I can’t find where I can set a category for
a
| > payee so that every time I get a payment from them it auto assigns the
| > category. I'm having to spend ages each month assigning a category to
same
| > payees time and time again...
 
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Ad

Advertisements

K

Ken

Glad to hear it helped.

Ken

| Yes, that helped....thanks!
|
| "Ken" wrote:
|
| > Hi Bobbee,
| >
| > Look at 11/4/2006 post with subject: assign payee.......
| >
| > Perhaps the reply's there might help.
| >
| > Ken
| >
| > | > | I came here looking for the same information. Is there a way to do
this?
| > |
| > | "HP" wrote:
| > |
| > | > How do I get Money to automatically assign a category? This feature
| > works for
| > | > some payees and not others. I can’t find where I can set a category
for
| > a
| > | > payee so that every time I get a payment from them it auto assigns
the
| > | > category. I'm having to spend ages each month assigning a category
to
| > same
| > | > payees time and time again...
| >
| >
 

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