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Catergorizing payments RRS feed

  • Question

  • In the past when reconciling my account on Money, the category for any repeated payee was automatically filled in with the appropriate breakdown.  As of late I have to enter each category individually when I reconcile my account.  Is there any preference tab where I can assign the appropriate category for numerous payments under one payee name?
    Thursday, February 28, 2019 7:19 PM

All replies

  • I think the answer to your question is no. There is a way to change the category for many  transactions for a payee. You can even make the change just for those that have no category selected so far.

    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.  After you do the Find portion, it will present a Replace
    portion.  There you can make changes to the Payee or Category, etc
    for selected transactions.

    Thursday, February 28, 2019 10:08 PM
    Moderator
  • it's a no.
    Saturday, March 2, 2019 4:36 PM