Bulk-assign transactions to categories

Hi,


I downloaded a bunch of transactions from my bank want to
assign them to appropriate categories. Money made a best
guess on some of the transactions, but most of them are
still unassigned. Is there a way to bulk-assign a bunch
of transactions to one category _after_ they were
downloaded from the bank ? I know that for transactions
that I'll download from this point on Money will assign
them to the right categories based on previous history.
However right now I have about 200 unassigned
transactions, I can't believe I have to go through them
one-by-one manually ! I figured out a way to query for
all transactions with certain text in the transaction
name, but I could not find a way to assign them to a
particular category. Can somebody help ?

Thanks,
V.

via_newsgroup
Fri May 28 00:37:38 CDT 2004

In microsoft.public.money, V S wrote:

>
>I downloaded a bunch of transactions from my bank want to
>assign them to appropriate categories. Money made a best
>guess on some of the transactions, but most of them are
>still unassigned. Is there a way to bulk-assign a bunch
>of transactions to one category _after_ they were
>downloaded from the bank ? I know that for transactions
>that I'll download from this point on Money will assign
>them to the right categories based on previous history.
>However right now I have about 200 unassigned
>transactions, I can't believe I have to go through them
>one-by-one manually ! I figured out a way to query for
>all transactions with certain text in the transaction
>name, but I could not find a way to assign them to a
>particular category. Can somebody help ?

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. Click Category and Clear All. Then select the two
IncludeUnassigned.... boxes.


After you do the Find portion, it will present a Replace
portion. Select the Category you want to assign to those
transactions that did not already have a category.

Perhaps this is not what you meant. However you can just change your
choices to make your desired action.

Chris
Mon May 31 09:48:35 CDT 2004

If you already assigned them but want to change the assignment, use
search/replace, limited to account and date range in question. Then pick the
particular transactions you want to change and edit by replacing the data in
the desired field.
--
Chris Cowles,
Gainesville, FL

"V S" <anonymous@discussions.microsoft.com> wrote in message
news:13cc001c44472$5080df00$a301280a@phx.gbl...
>
> Hi,
>
>
> I downloaded a bunch of transactions from my bank want to
> assign them to appropriate categories. Money made a best
> guess on some of the transactions, but most of them are
> still unassigned. Is there a way to bulk-assign a bunch
> of transactions to one category _after_ they were
> downloaded from the bank ? I know that for transactions
> that I'll download from this point on Money will assign
> them to the right categories based on previous history.
> However right now I have about 200 unassigned
> transactions, I can't believe I have to go through them
> one-by-one manually ! I figured out a way to query for
> all transactions with certain text in the transaction
> name, but I could not find a way to assign them to a
> particular category. Can somebody help ?
>
> Thanks,
> V.