Payee Categories

General Discussions and Announcements

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.
Posts: 2
Joined: Sun May 17, 2015 12:33 pm

Re: Payee Categories

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


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

MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page:
My Money manual:
User avatar
Site Admin
Posts: 1056
Joined: Mon May 05, 2008 12:58 am

Return to General Discussions and Announcements

Who is online

Users browsing this forum: No registered users and 2 guests