Hi

I have just started using Microsoft Money 2006 Deluxe.

When I import my bank statements from my online banking am i able to set
some 'pre-sets' so if it reads the heading as 'Electricity payment' it can
automatically put it to the category 'Utilities' and if it has a groceries
store name it can automatically put it to 'groceries' category without me
have to do it each time?

Thanks in Advance

Duncan

Re: import bank statement with category by Cal

Cal
Tue May 16 00:13:28 CDT 2006

In microsoft.public.money, Duncan wrote:

>
>I have just started using Microsoft Money 2006 Deluxe.
>
>When I import my bank statements from my online banking am i able to set
>some 'pre-sets' so if it reads the heading as 'Electricity payment' it can
>automatically put it to the category 'Utilities' and if it has a groceries
>store name it can automatically put it to 'groceries' category without me
>have to do it each time?

Enter your categories now, and Money should catch on. There is no
setting that you do in advance.



Re: import bank statement with category by Chris

Chris
Tue May 16 22:45:44 CDT 2006

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:6pni62tf0q894dclmt3rtoficm9r96qk0q@4ax.com...
>
> Enter your categories now, and Money should catch on. There is no
> setting that you do in advance.

I think it may analyze the merchant code on credit card transactions, but
that doesn't help for others. Even then, it's kind of a guess. It works
okay sometimes for me.

As you say, though, it will learn what you intend for each payee, after
you've edited it.
--
Chris Cowles
Gainesville, FL