This is a discussion on Payee Categorization... - Microsoft Money ; Okay, so I just got MS Money 2007. So far, I like the high level features that it offers, but <soapbox>it needs a LOT of work on Usability... Ahem. </soapbox> That aside, I have a specific problem I'd like to ...
Payee Categorization... Okay, so I just got MS Money 2007. So far, I like the high level
features that it offers, but <soapbox>it needs a LOT of work on
Usability... Ahem. </soapbox>
That aside, I have a specific problem I'd like to tackle... My bank
reports dividends with "Interest" as the Payee, but MS Money keeps
categorizing this as Loan Interest. Is there a way to change the
automatic payee->category selection?
Re: Payee Categorization... In microsoft.public.money, Daniel Pitts wrote:
>That aside, I have a specific problem I'd like to tackle... My bank
>reports dividends with "Interest" as the Payee, but MS Money keeps
>categorizing this as Loan Interest. Is there a way to change the
>automatic payee->category selection?
Change the category using the drop-down list before accepting. Money
should catch on.
In the register note that ctrl+T will toggle how the transactions
are displayed.
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