Bulk-assign transactions to categories


V

V S

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.
 
C

Cal Learner-- MVP

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.
 
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C

Chris Cowles

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.
 
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Joined
Oct 11, 2012
Messages
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crucial information...gratitude

I have used money for ten years now and struggled with categorizing manually each transaction from the bank. This tool search and replace is an easter egg that took me this long to hunt down. Many thanks.
 

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