Mass Update for Multiple Entries - Assign Category

I am currently using Money 2003 Deluxe. I could really
use some help here to save me some time. What I do is
download my account entries from my bank. When doing so,
if the payee details are the same as an earlier entry the
category information defaults to an earlier entry. This
is great and saves me a lot of duplicate work.

I have a lot of entries from UPS as I ship with them
daily. That being said, the payee information is always
different for these entries since as it includes the
tracking number which is unique for each package. Because
of this, the category information does not get filled out
automatically. I can have 60 entries for UPS and have to
go through them 1 by 1 and apply the same category to
each. So my questions are - can I automate this in any
way or is there a way to select multiple entries and apply
a category to them (mass update)?

via_newsgroup
Wed Apr 14 08:47:32 CDT 2004

In microsoft.public.money, <kayfaye@myway.com> wrote:

>I am currently using Money 2003 Deluxe. I could really
>use some help here to save me some time. What I do is
>download my account entries from my bank. When doing so,
>if the payee details are the same as an earlier entry the
>category information defaults to an earlier entry. This
>is great and saves me a lot of duplicate work.
>
>I have a lot of entries from UPS as I ship with them
>daily. That being said, the payee information is always
>different for these entries since as it includes the
>tracking number which is unique for each package. Because
>of this, the category information does not get filled out
>automatically. I can have 60 entries for UPS and have to
>go through them 1 by 1 and apply the same category to
>each. So my questions are - can I automate this in any
>way or is there a way to select multiple entries and apply
>a category to them (mass update)?



To reduce the number of existing payees, go to
Accounts&Bills->Categories&Payees->Payees ; select a payee and
use Move to combine payees. This is better in most cases than
Delete.

The key item for the future is to Set
Tools->Options->OnlineServices->ShowStandardizedPayeeNames to
combine payees during download that differ only by a number at the
end. This may work better after you have combined payees from
previous downloads.

Tools->Options->Editing->ConfirmNewPayees will give you the
option to not add a payee to the list that you are using one time
only.

To automate changing the existing data, you can try
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.

I would make an extra copy of your file before doing FindAndReplace
in case you do not like the result.

wj
Wed Apr 14 10:19:47 CDT 2004

I had similar situation, but I accidentally found a solution. You can use a
search function to search for, say "UPS", it will present you a filtered
result contains UPS. You can arrange this result table in differrent order
(date, payee, category, etc.), then you are able to highlight a block of
multiple entries, and change category at the same time. This is not
automatic, but at least you don't have to do 1 by 1.



<kayfaye@myway.com> wrote in message
news:1c64501c42225$41ea1250$a301280a@phx.gbl...
> I am currently using Money 2003 Deluxe. I could really
> use some help here to save me some time. What I do is
> download my account entries from my bank. When doing so,
> if the payee details are the same as an earlier entry the
> category information defaults to an earlier entry. This
> is great and saves me a lot of duplicate work.
>
> I have a lot of entries from UPS as I ship with them
> daily. That being said, the payee information is always
> different for these entries since as it includes the
> tracking number which is unique for each package. Because
> of this, the category information does not get filled out
> automatically. I can have 60 entries for UPS and have to
> go through them 1 by 1 and apply the same category to
> each. So my questions are - can I automate this in any
> way or is there a way to select multiple entries and apply
> a category to them (mass update)?

kayfaye
Wed Apr 14 11:26:07 CDT 2004

Thank you so much for this solution. While it is not
automatic it will save a ton of time. Thanks again.

>-----Original Message-----
>I had similar situation, but I accidentally found a
solution. You can use a
>search function to search for, say "UPS", it will present
you a filtered
>result contains UPS. You can arrange this result table in
differrent order
>(date, payee, category, etc.), then you are able to
highlight a block of
>multiple entries, and change category at the same time.
This is not
>automatic, but at least you don't have to do 1 by 1.
>
>
>
><kayfaye@myway.com> wrote in message
>news:1c64501c42225$41ea1250$a301280a@phx.gbl...
>> I am currently using Money 2003 Deluxe. I could really
>> use some help here to save me some time. What I do is
>> download my account entries from my bank. When doing
so,
>> if the payee details are the same as an earlier entry
the
>> category information defaults to an earlier entry. This
>> is great and saves me a lot of duplicate work.
>>
>> I have a lot of entries from UPS as I ship with them
>> daily. That being said, the payee information is always
>> different for these entries since as it includes the
>> tracking number which is unique for each package.
Because
>> of this, the category information does not get filled
out
>> automatically. I can have 60 entries for UPS and have
to
>> go through them 1 by 1 and apply the same category to
>> each. So my questions are - can I automate this in any
>> way or is there a way to select multiple entries and
apply
>> a category to them (mass update)?
>
>
>.
>

kayfaye
Wed Apr 14 11:30:57 CDT 2004

Cal,
Thanks a lot. I will try the Tools->Options-
OnlineServices->ShowStandardizedPayeeNames to
combine payees during download that differ only by a
number at the end. I don't know if this will work but
will check it out later tonight. Remember each new entry
has a payee that is just a little different. Even with
combining earlier payees, all future UPS entries will
still be different than any already entered or combined.
So I do not know if this will work. Again, I will check
it out and thanks again.
>-----Original Message-----
>In microsoft.public.money, <kayfaye@myway.com> wrote:
>
>>I am currently using Money 2003 Deluxe. I could really
>>use some help here to save me some time. What I do is
>>download my account entries from my bank. When doing
so,
>>if the payee details are the same as an earlier entry
the
>>category information defaults to an earlier entry. This
>>is great and saves me a lot of duplicate work.
>>
>>I have a lot of entries from UPS as I ship with them
>>daily. That being said, the payee information is always
>>different for these entries since as it includes the
>>tracking number which is unique for each package.
Because
>>of this, the category information does not get filled
out
>>automatically. I can have 60 entries for UPS and have
to
>>go through them 1 by 1 and apply the same category to
>>each. So my questions are - can I automate this in any
>>way or is there a way to select multiple entries and
apply
>>a category to them (mass update)?
>
>
>
>To reduce the number of existing payees, go to
>Accounts&Bills->Categories&Payees->Payees ; select a
payee and
>use Move to combine payees. This is better in most cases
than
>Delete.
>
>The key item for the future is to Set
>Tools->Options->OnlineServices-
>ShowStandardizedPayeeNames to
>combine payees during download that differ only by a
number at the
>end. This may work better after you have combined payees
from
>previous downloads.
>
>Tools->Options->Editing->ConfirmNewPayees will give you
the
>option to not add a payee to the list that you are using
one time
>only.
>
>To automate changing the existing data, you can try
>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.
>
>I would make an extra copy of your file before doing
FindAndReplace
>in case you do not like the result.
>
>.
>

Jim
Thu Apr 15 16:43:58 CDT 2004

where is that option - I have much the same problem and have gone to tools-
options - online services but don't see any option (ShowStandardizedPayee
Names to combine payees during download that differ only by a number at the
end). I am running Money 2004 Premium - thanks

Jim

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:lpfq70d3cr6ebusm0pfcbaj8nberqk6oqq@4ax.com...
> In microsoft.public.money, <kayfaye@myway.com> wrote:
>
> >I am currently using Money 2003 Deluxe. I could really
> >use some help here to save me some time. What I do is
> >download my account entries from my bank. When doing so,
> >if the payee details are the same as an earlier entry the
> >category information defaults to an earlier entry. This
> >is great and saves me a lot of duplicate work.
> >
> >I have a lot of entries from UPS as I ship with them
> >daily. That being said, the payee information is always
> >different for these entries since as it includes the
> >tracking number which is unique for each package. Because
> >of this, the category information does not get filled out
> >automatically. I can have 60 entries for UPS and have to
> >go through them 1 by 1 and apply the same category to
> >each. So my questions are - can I automate this in any
> >way or is there a way to select multiple entries and apply
> >a category to them (mass update)?
>
>
>
> To reduce the number of existing payees, go to
> Accounts&Bills->Categories&Payees->Payees ; select a payee and
> use Move to combine payees. This is better in most cases than
> Delete.
>
> The key item for the future is to Set
> Tools->Options->OnlineServices->ShowStandardizedPayeeNames to
> combine payees during download that differ only by a number at the
> end. This may work better after you have combined payees from
> previous downloads.
>
> Tools->Options->Editing->ConfirmNewPayees will give you the
> option to not add a payee to the list that you are using one time
> only.
>
> To automate changing the existing data, you can try
> 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.
>
> I would make an extra copy of your file before doing FindAndReplace
> in case you do not like the result.
>

via_newsgroup
Thu Apr 15 16:49:04 CDT 2004

In microsoft.public.money, Jim Johnson wrote:

>where is that option - I have much the same problem and have gone to tools-
>options - online services but don't see any option (ShowStandardizedPayee
>Names to combine payees during download that differ only by a number at the
>end). I am running Money 2004 Premium - thanks

Tools->Options->OnlineServices->ShowStandardizedPayeeNames

Click Tools. Then Options. Then Online Services. Select the
checkbox.

Jim
Thu Apr 15 20:39:39 CDT 2004

Ok - I already have that checked - I was just miss reading your post a
little. Thanks Cal

Jim

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:uo0u70h7kdv8v6rk7fb3pedjuforo20v6b@4ax.com...
> In microsoft.public.money, Jim Johnson wrote:
>
> >where is that option - I have much the same problem and have gone to
tools-
> >options - online services but don't see any option (ShowStandardizedPayee
> >Names to combine payees during download that differ only by a number at
the
> >end). I am running Money 2004 Premium - thanks
>
> Tools->Options->OnlineServices->ShowStandardizedPayeeNames
>
> Click Tools. Then Options. Then Online Services. Select the
> checkbox.
>

kayfaye
Fri Apr 16 09:11:45 CDT 2004

Jim,
I could not find this option either. I am running 2003
Deluxe.

>-----Original Message-----
>where is that option - I have much the same problem and
have gone to tools-
>options - online services but don't see any option
(ShowStandardizedPayee
>Names to combine payees during download that differ only
by a number at the
>end). I am running Money 2004 Premium - thanks
>
>Jim
>
>"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in
message
>news:lpfq70d3cr6ebusm0pfcbaj8nberqk6oqq@4ax.com...
>> In microsoft.public.money, <kayfaye@myway.com> wrote:
>>
>> >I am currently using Money 2003 Deluxe. I could really
>> >use some help here to save me some time. What I do is
>> >download my account entries from my bank. When doing
so,
>> >if the payee details are the same as an earlier entry
the
>> >category information defaults to an earlier entry.
This
>> >is great and saves me a lot of duplicate work.
>> >
>> >I have a lot of entries from UPS as I ship with them
>> >daily. That being said, the payee information is
always
>> >different for these entries since as it includes the
>> >tracking number which is unique for each package.
Because
>> >of this, the category information does not get filled
out
>> >automatically. I can have 60 entries for UPS and have
to
>> >go through them 1 by 1 and apply the same category to
>> >each. So my questions are - can I automate this in any
>> >way or is there a way to select multiple entries and
apply
>> >a category to them (mass update)?
>>
>>
>>
>> To reduce the number of existing payees, go to
>> Accounts&Bills->Categories&Payees->Payees ; select a
payee and
>> use Move to combine payees. This is better in most
cases than
>> Delete.
>>
>> The key item for the future is to Set
>> Tools->Options->OnlineServices-
>ShowStandardizedPayeeNames to
>> combine payees during download that differ only by a
number at the
>> end. This may work better after you have combined
payees from
>> previous downloads.
>>
>> Tools->Options->Editing->ConfirmNewPayees will give you
the
>> option to not add a payee to the list that you are
using one time
>> only.
>>
>> To automate changing the existing data, you can try
>> 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.
>>
>> I would make an extra copy of your file before doing
FindAndReplace
>> in case you do not like the result.
>>
>
>
>.
>