[moneydance] Global changes??

Jaap van Dodeweerd jaap.vandodeweerd at gmail.com
Tue Nov 4 12:43:53 EST 2008


Go to any account.
Do a search on payee1.
Do a "select" on all.
(on a Mac) Ctrl-click gives a menu.
Choose "Batch Change" and select the (newly defined category (or what  
you called: "another category").
Enter.
Go to the next account if payee1 is payed from there.
And so on.

On 4 nov 2008, at 18:31, pscherz wrote:

>
> 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
>>>>> -- 
>>>>> View this message in context:
>>>>> http://www.nabble.com/Global-changes---tp20325746p20325746.html
>>>>> Sent from the MoneyDance - General mailing list archive at
>>>>> Nabble.com.
>>>>>
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>
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>
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