Memorized transactions

I would like to see a memorized transaction feature for each account.

I have regular processes that I have devised to accurately account for some
of my accounts that don't reconcile with just the downloaded transactions.

It would be nice to be able to memorize a transaction, or add it to
favorites or whatever, for each account.

Dick
Sat Apr 26 06:29:46 CDT 2008

R-click, Add to Bills?

Auto-complete?

"Taylor" <taylor@nospam2me.com> wrote in message
news:g62dnQzUhYrl0I_VnZ2dnUVZ_tajnZ2d@comcast.com...
>I would like to see a memorized transaction feature for each account.
>
> I have regular processes that I have devised to accurately account for
> some of my accounts that don't reconcile with just the downloaded
> transactions.
>
> It would be nice to be able to memorize a transaction, or add it to
> favorites or whatever, for each account.

Taylor
Sat Apr 26 10:21:53 CDT 2008


"Dick Watson" <littlegreengecko@mind-enufalready-spring.com> wrote in
message news:%23c59QE5pIHA.4848@TK2MSFTNGP05.phx.gbl...
> R-click, Add to Bills?

I'm talking all accounts, for instance an investment account.

>
> Auto-complete?

This works great for a single field. I'm talking about whole transactions,
and groups of transactions.

>
> "Taylor" <taylor@nospam2me.com> wrote in message
> news:g62dnQzUhYrl0I_VnZ2dnUVZ_tajnZ2d@comcast.com...
>>I would like to see a memorized transaction feature for each account.
>>
>> I have regular processes that I have devised to accurately account for
>> some of my accounts that don't reconcile with just the downloaded
>> transactions.
>>
>> It would be nice to be able to memorize a transaction, or add it to
>> favorites or whatever, for each account.
>
>

Steve
Sat Apr 26 10:26:55 CDT 2008

"Taylor" <taylor@nospam2me.com> wrote on 25 Apr 2008 in group
microsoft.public.money:

> I would like to see a memorized transaction feature for each account.
>
> I have regular processes that I have devised to accurately account
> for some of my accounts that don't reconcile with just the downloaded
> transactions.
>
> It would be nice to be able to memorize a transaction, or add it to
> favorites or whatever, for each account.

It's not a feature I would use, but I'm sure some people would like it.

You need to let Microsoft know that you have a suggestion. They don't
participate here.
--
Steve B.
New Life Home Improvement

Dick
Sat Apr 26 11:13:49 CDT 2008

I was just suggesting some ways to help solve your need. Not that any of
them are perfect. I suggest them because I don't think Microsoft has really
responded to user feature suggestions for Money anytime in, oh, this decade.
Some comments inline.

"Taylor" <taylor@nospam2me.com> wrote in message
news:_eednWt-uIMM1Y7VnZ2dnUVZ_jydnZ2d@comcast.com...
>
> "Dick Watson" <littlegreengecko@mind-enufalready-spring.com> wrote in
> message news:%23c59QE5pIHA.4848@TK2MSFTNGP05.phx.gbl...
>> R-click, Add to Bills?
>
> I'm talking all accounts, for instance an investment account.

Yes, the inability to schedule ANY transaction that can be entered is a
SERIOUS weakness. I've been nagging about this since M02 came out if not
before.

>> Auto-complete?
>
> This works great for a single field. I'm talking about whole
> transactions, and groups of transactions.

I was thinking more of the fact that auto-complete (maybe they call it
something else?) can suggest entire previous transactions based on Payee. At
least it does for me.

Steve
Sat Apr 26 12:39:42 CDT 2008

"Dick Watson" <littlegreengecko@mind-enufalready-spring.com> wrote on
26 Apr 2008 in group microsoft.public.money:

> I was thinking more of the fact that auto-complete (maybe they call
> it something else?) can suggest entire previous transactions based on
> Payee. At least it does for me.

If you right-click on a transaction, you can choose "Copy to Account..."
and copy the transaction to the same account, but you're limited to one
transaction at a time. You could use a keyboard macro program to automate
multiple steps.
--
Steve B.
New Life Home Improvement

Taylor
Tue Apr 29 11:41:44 CDT 2008


"Steve" <respond@online.newsgroup> wrote in message
news:Xns9A8C80CCD698F184365720018436572@207.46.248.16...
> "Dick Watson" <littlegreengecko@mind-enufalready-spring.com> wrote on
> 26 Apr 2008 in group microsoft.public.money:
>
>> I was thinking more of the fact that auto-complete (maybe they call
>> it something else?) can suggest entire previous transactions based on
>> Payee. At least it does for me.
>
> If you right-click on a transaction, you can choose "Copy to Account..."
> and copy the transaction to the same account, but you're limited to one
> transaction at a time. You could use a keyboard macro program to automate
> multiple steps.
> --
> Steve B.
> New Life Home Improvement

That's how I do it now. It's kind of kludgy. Quickbooks has a memorized
transaction feature.