Payee Categories
Posted:
Sun May 17, 2015 1:14 pm
by mariahagan
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.
Re: Payee Categories
Posted:
Mon May 18, 2015 10:58 am
by mthadm
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,