Memorizing Category for Each Payee

When I import qif files (either from my own Excel spreadsheet or from my
credit card company) most of my common transactions come in with proper payee
names and categories.

However, some of these transactions won't "learn" the proper category. They
come in uncategorized. I know where the payee list is, but all that has is
address, phone, and account information. I also know where to go to translate
the raw transaction name from my bank into a more meaningful payee name.
Those two things offer no help when it comes to categories though.

Where do I go to add or edit the categories assigned to incoming
transactions? Quicken called this the "memorized transaction" list. I just
can't find the same thing in Money.

If that's not possible, how can I force Money to "learn" and use a category
for a particular payee?

Thanks! (I'm using Money 2004)

wdj03
Wed Mar 02 08:49:05 CST 2005

Any ideas on this?

Thanks!

"wdj03" wrote:

> When I import qif files (either from my own Excel spreadsheet or from my
> credit card company) most of my common transactions come in with proper payee
> names and categories.
>
> However, some of these transactions won't "learn" the proper category. They
> come in uncategorized. I know where the payee list is, but all that has is
> address, phone, and account information. I also know where to go to translate
> the raw transaction name from my bank into a more meaningful payee name.
> Those two things offer no help when it comes to categories though.
>
> Where do I go to add or edit the categories assigned to incoming
> transactions? Quicken called this the "memorized transaction" list. I just
> can't find the same thing in Money.
>
> If that's not possible, how can I force Money to "learn" and use a category
> for a particular payee?
>
> Thanks! (I'm using Money 2004)

Ray
Fri May 06 01:04:01 CDT 2005

Same here. I downloaded 5 months online and I'm getting everything put in
categories and I keep having to enter the category every time, can we make it
memorize the category??

Mark
Fri May 06 05:55:02 CDT 2005

On 2005-05-06, Ray <Ray@discussions.microsoft.com> wrote:
> Same here. I downloaded 5 months online and I'm getting everything put in
> categories and I keep having to enter the category every time, can we make it
> memorize the category??

For me, when another transactions gets downloaded from the same
payee, it preselects the last category that I chose. So in that
sense, it memorizes the transaction. But you have to be careful.
The same payee isn't always going to be the same category.
For example, two days ago my wife went to Citgo. Normally, that's
for gas. But this time it was because she stopped by to pick up a
snack for the kids. So this time I have to recategorize it as Misc.
Next time she goes to Citgo for gas it'll show up as Misc, and I'll
have to recategorize it as "Automobile: Gasoline".

Of course, most of the time she goes to Citgo for gas. When I see
that the transaction is already correctly categorized, I simply hit
"Accept".