Category not automatically filling in when adding a transaction manually

Is it normal behavior to have to manually add the category when adding
a transaction manually?

If I let the transaction download from the bank it will add it
automatically but I'd like to put my transactions in as I go but not
have to go add the category, I'd like it to fill in automatically.

Thanks

Steve
Thu Aug 03 09:02:42 CDT 2006


neal.wilkinson@gmail.com wrote:
> Is it normal behavior to have to manually add the category when adding
> a transaction manually?
>
> If I let the transaction download from the bank it will add it
> automatically but I'd like to put my transactions in as I go but not
> have to go add the category, I'd like it to fill in automatically.
>
> Thanks

If you are using a NEW payee you need to tell Money what category to
link the transaction to. On future transactions using that payee, Money
will automatically assign the category. Of course, you can always
change the category on the transaction if it doesn't apply. Steve

neal
Thu Aug 03 16:21:05 CDT 2006


Steve wrote:
> If you are using a NEW payee you need to tell Money what category to
> link the transaction to. On future transactions using that payee, Money
> will automatically assign the category. Of course, you can always
> change the category on the transaction if it doesn't apply. Steve

They aren't new payee's. That's the way I would have thought it would
have worked as well.

The same payee's which fill in the category automatically when
downloading from the bank do not do so when manually adding a
transaction. Any ideas?

Cal
Thu Aug 03 17:18:28 CDT 2006

In microsoft.public.money, neal.wilkinson@gmail.com wrote:

>
>Steve wrote:
>> If you are using a NEW payee you need to tell Money what category to
>> link the transaction to. On future transactions using that payee, Money
>> will automatically assign the category. Of course, you can always
>> change the category on the transaction if it doesn't apply. Steve
>
>They aren't new payee's. That's the way I would have thought it would
>have worked as well.
>
>The same payee's which fill in the category automatically when
>downloading from the bank do not do so when manually adding a
>transaction. Any ideas?

Do you have ShowStandardizedPayeeNamesForWhichANameIsNotFound set in
your Tools->Options/Settings->OnlineServices ?

Chris
Thu Aug 03 22:15:18 CDT 2006

In 2007 (and 2006, to my recollection), try: Tools>Setting>Account Settings
(global)>Use Autocomplete.
--
Chris Cowles
Gainesville, FL


<neal.wilkinson@gmail.com> wrote in message
news:1154603449.476659.243590@i42g2000cwa.googlegroups.com...
> Is it normal behavior to have to manually add the category when adding
> a transaction manually?
>
> If I let the transaction download from the bank it will add it
> automatically but I'd like to put my transactions in as I go but not
> have to go add the category, I'd like it to fill in automatically.
>
> Thanks
>

neal
Tue Aug 08 04:27:45 CDT 2006


Cal Learner-- MVP wrote:
> Do you have ShowStandardizedPayeeNamesForWhichANameIsNotFound set in
> your Tools->Options/Settings->OnlineServices ?

I didn't but I toggled it and it hasn't made a difference. Any more
ideas?

neal
Wed Aug 09 18:13:00 CDT 2006

Anyone know of a piece of software that will do this?

Anna
Wed Aug 09 21:38:51 CDT 2006

Neal,
Are you hitting Enter OR Tab after entering the payee? When I hit Tab,
it enters the category. When I hit Enter, it does not.

If that is the case, then you can change that behavior by putting a
check in the "Use Enter key to move between fields" in the Global
Settings. This is a user preference.

However, just clicking in the category field should be the same as
hitting the Tab key.


neal.wilkinson@gmail.com wrote:
> Anyone know of a piece of software that will do this?

Steve
Thu Aug 10 19:26:58 CDT 2006


Anna wrote:
> Neal,
> Are you hitting Enter OR Tab after entering the payee? When I hit Tab,
> it enters the category. When I hit Enter, it does not.
>
> If that is the case, then you can change that behavior by putting a
> check in the "Use Enter key to move between fields" in the Global
> Settings. This is a user preference.
>
> However, just clicking in the category field should be the same as
> hitting the Tab key.
>
>
> neal.wilkinson@gmail.com wrote:
> > Anyone know of a piece of software that will do this?

Chris Cowles got this right. Most of us had auto complete checked in
Money 2006. Well, 2007 settings didn't have it. Entering some
transactions today manually using my mouse, not the keyboard and the
categories weren't automatically showing up. Reviewed the settings in
the tools drop down and there it was. Easy to fix, but VERY frustrating
that Money does this to long time users. Steve

neal
Fri Aug 11 05:58:16 CDT 2006


Anna wrote:
> Neal,
> Are you hitting Enter OR Tab after entering the payee? When I hit Tab,
> it enters the category. When I hit Enter, it does not.
>
> If that is the case, then you can change that behavior by putting a
> check in the "Use Enter key to move between fields" in the Global
> Settings. This is a user preference.
>
> However, just clicking in the category field should be the same as
> hitting the Tab key.

Tab simply moves between the fields available and doesn't have any
effect on the category on my end. When I press enter to enter the
transaction or use the mouse and press save the result is the same.

neal
Fri Aug 11 06:08:08 CDT 2006


Steve wrote:
> Chris Cowles got this right. Most of us had auto complete checked in
> Money 2006. Well, 2007 settings didn't have it. Entering some
> transactions today manually using my mouse, not the keyboard and the
> categories weren't automatically showing up. Reviewed the settings in
> the tools drop down and there it was. Easy to fix, but VERY frustrating
> that Money does this to long time users. Steve

Autocomplete is on. It should be on, correct?

Steve
Fri Aug 11 08:05:16 CDT 2006


neal.wilkinson@gmail.com wrote:
> Anna wrote:
> > Neal,
> > Are you hitting Enter OR Tab after entering the payee? When I hit Tab,
> > it enters the category. When I hit Enter, it does not.
> >
> > If that is the case, then you can change that behavior by putting a
> > check in the "Use Enter key to move between fields" in the Global
> > Settings. This is a user preference.
> >
> > However, just clicking in the category field should be the same as
> > hitting the Tab key.
>
> Tab simply moves between the fields available and doesn't have any
> effect on the category on my end. When I press enter to enter the
> transaction or use the mouse and press save the result is the same.

Neal,
If you have auto complete ON, then your problem is different. I
found that auto complete was turned off on my Money 2007 even though it
was on in my Money 2006.
Steve