Classifications

[Ronaldo Martins]

I can´t seem to find a way to use classifications in split transactions. Is
that really so or am I missing something?
Another classification related functionality that I miss is using
find/replace to change the classification of many transactions at one pass.
If anyone knows a way around these I would appreciate to know or if it is in
M07 please tell me.

 

[Jason]

You have to be using the 'Advanced' rather than 'Essential' registar, I
beleive. Further, you have to have created some custom classification on
the page for 'Categories and Payees'. If you have done both of those
things, then it is possible to enter separate classifications for different
splits on the split dialog screen.

You enter them right under where the Payee name goes. It's not obvious that
there's a spot for it till you click on it, but it's there.

Don't know about a good solution for 'find/replace' for classifications...
and have also wanted one for a long time. It's small consolation, but you
can rename entire Classifications or subclassifications again under
the'Categories and Payess' page, and at least you can search based on
classification in the advanced search window.

J...

 

[Ronaldo Martins]

Thanks Jason,

It is really not obvious the spot there but, even then, I can´t imagine how
I didn´t just try clicking

Haven´t tried M07 yet. Maybe the search/replace for categories got into it?


cheers from brazil

 

[Dick Watson]

14 or 15 versions after classification was introduced, the answer is still
no in M07.

 

[Cal Learner-- MVP]

Thanks Jason,

It is really not obvious the spot there but, even then, I can´t imagine how
I didn´t just try clicking

Haven´t tried M07 yet. Maybe the search/replace for categories got into it?

You can search for Classifications as part of the Find&Replace
criteria, but you can not replace them as part of the Find&Replace.