How to reassociate transactions with a payee name?


R

RichT

If I do a report on a particular payee, it only shows a small number of
recent transactions for that payee. There are many other transactions - with
exactly the same payee name - which do not show up.

I think that it may be because I once deleted the payee, then recreated it.
So only transactions after the recreation are associated with that payee
name.

I can re-associate the old transactions to the payee name by individually
editing and reselecting the payee - but is there a bulk means to do this?
 
C

Cal Learner

If I do a report on a particular payee, it only shows a small number of
recent transactions for that payee. There are many other transactions - with
exactly the same payee name - which do not show up.

I think that it may be because I once deleted the payee, then recreated it.
So only transactions after the recreation are associated with that payee
name.

I can re-associate the old transactions to the payee name by individually
editing and reselecting the payee - but is there a bulk means to do this?
Take a look at Tools->FindAndReplace

Be prepared to restore a backup if you don't like the effect of
something you do. Restore is your undo.
 
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R

RichT

Thanks - that works.




Cal Learner said:
Take a look at Tools->FindAndReplace

Be prepared to restore a backup if you don't like the effect of
something you do. Restore is your undo.
 
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C

Cal Learner

If I do a report on a particular payee, it only shows a small number of
recent transactions for that payee. There are many other transactions - with
exactly the same payee name - which do not show up.

I think that it may be because I once deleted the payee, then recreated it.
So only transactions after the recreation are associated with that payee
name.

I can re-associate the old transactions to the payee name by individually
editing and reselecting the payee - but is there a bulk means to do this?
Yes. Check out Tools->FindAndReplace. Be prepared to File->Restore a
backup file if you want to undo something. You may want to
experiment with a copy of your file (different filename).

Also, if you maybe have two different but similar names for a
payee, you can use this:

Banking->AccountTools->Categories&Payees->Payees

Select a payee and use Move to combine payees.
 

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