[moneydance] Global changes??

pscherz pscherz at gmail.com
Tue Nov 4 12:31:47 EST 2008


Can you explain "batch change the payee per account"?

Not familiar with that



Jaap van Dodeweerd wrote:
> 
> Define the new category and Batch change the payee per account.
> (first search on Payee name)
> 
> 
> On 4 nov 2008, at 17:56, pscherz <pscherz at gmail.com> wrote:
> 
>>
>> But what about the situation where I want to change the many entries  
>> for
>> payee1 in catagory1 and assign them collectively to another catagory?
>>
>>
>>
>> Jaap van Dodeweerd wrote:
>>>
>>> Just change the Category (with Tools - Edit Categories) and all
>>> related transactions come along.
>>> I recently did a major overhaul on my Categories and all came well
>>> into place. I wish there was a "best practice" list on Categories,
>>> however. I took them all over from my MS Money file, but a lot of
>>> Categories were grouped there under "Bills", which is quite  
>>> meaningless.
>>>
>>> On 4 nov 2008, at 17:29, pscherz wrote:
>>>
>>>>
>>>> I would like to re-organize the catagories I am currently using.  Is
>>>> there
>>>> away to do a 'global' change to the catagories a transaction is
>>>> assigned to?
>>>>
>>>> For example:  If I have 50 entries in a catagory, say 'Postage
>>>> Paid', and I
>>>> want to changed all 50 entries to a catagory ' business:postage'.
>>>>
>>>> Phil
>>>> -- 
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