How to reassociate transactions with a payee name?

Discussion in 'Microsoft Money UK' started by RichT, Apr 16, 2010.

  1. RichT

    RichT Guest

    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?
     
    RichT, Apr 16, 2010
    #1
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  2. RichT

    Cal Learner Guest

    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.
     
    Cal Learner, Apr 16, 2010
    #2
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  3. RichT

    RichT Guest

    Thanks - that works.




     
    RichT, Apr 22, 2010
    #3
  4. RichT

    Cal Learner Guest

    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.
     
    Cal Learner, Apr 25, 2010
    #4
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