Reset to default settings

[Jay]

Is there any way to reset Money 2007 to the default settings as they were
when Money was initially installed? I had an older version at one time and it
keeps pulling all the category assignments off of the online site and I want
to get rid of that.

If this can't be done why not? It is a feature available in almost any other
program MS has written.

TIA

 

[Cal Learner-- MVP]

Is there any way to reset Money 2007 to the default settings as they were
when Money was initially installed? I had an older version at one time and it
keeps pulling all the category assignments off of the online site and I want
to get rid of that.

It is unclear what you are asking for. Pulling all the category
assignments off of *what* online site-- you mean your bank?

Are you just trying to restore the original categories?

If this can't be done why not? It is a feature available in almost any other
program MS has written.

How would you do what you ask in Excel or Notepad?

 

[Jay]

Carl,

A couple of years ago I had run an older version of Money and had set it up
so that certain payees went into specific categories. For example anything
that went to Wells Fargo was automatically assigned to the Automobile Payment
category.

I want to remove those assingments.

In most Microsoft applications somewhere within the app there is the ability
to restore the application to the default settings as they existed when the
app was first installed. In this case that would probably be the simplest
thing for me to do.

I searched the help files and the only thing I could see that might work was
to log into My Money at MSN and remove the account. I've tried that but when
I add my bank account Money still assigns those categories to my transactions.

Thanks for your help.

 

[Cal Learner-- MVP]

A couple of years ago I had run an older version of Money and had set it up
so that certain payees went into specific categories. For example anything
that went to Wells Fargo was automatically assigned to the Automobile Payment
category.

I want to remove those assingments.

OK. I understand what you are trying to achieve.

Money remembers the last category you used for a Payee, and presents
that as an initial guess as the category this time. You can have
Money automatically present the drop-down list to select a different
category if you like.
Tools->Settings->AccountSettings(global)->AutomaticallyDropDownCategoryAndPayeeListsWhen....


To work around this for a particular payee, you could add Wells
Fargo to your "Excluded payee names" at
Banking->AccountTools->Categories&Payees->Payees->GoToPayeeRulesManager
and see if that helps you.

I thought there might be a setting that says to not fill in the
previous category, but I don't find that.

In most Microsoft applications somewhere within the app there is the ability
to restore the application to the default settings as they existed when the
app was first installed.

You said that before. I remain skeptical of that statement.

In Money, the Payee/Category associations are in the Money file.
File->New->NewFile would let you start over, but that would start
without your transactions, accounts, etc.