Payee Categories

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Payee Categories

Postby mariahagan » Sun May 17, 2015 1:14 pm

Is there a way to edit a Payee so that when that Payee is used it automatically is categorized correctly? I keep having to go in and edit the Payee Category for each record for the same Payee.
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Re: Payee Categories

Postby mthadm » Mon May 18, 2015 10:58 am

Hello,


Unfortunately MyMoney does not have Payee assignment for default Category, you will need to assign payees manually or use "Refactor Payee" to merge multiple Payees into a single one. You can also use "Refactor Category" to bulk change categories for a selected Payee


Thanks,
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