[Kmymoney] mapping payees

Jeff VanderDoes jeffvanderdoes at gmail.com
Wed Apr 2 01:35:05 UTC 2014


If I do it this way  (thanks for suggestion!) will the default category
transfer?  Is there a recommended way to assign default categories to
payees?

Thanks!
Jeff


On Wed, Mar 26, 2014 at 11:22 AM, Ryan Novosielski <ryan at novosielski.com>wrote:

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> Easiest way to handle this is to choose one payee if you've got
> multiple of the same payee, change the information there, and delete
> the others. On deletion of one of the duplicates, it will ask you to
> what payee you wish to map its transactions. Just pick the one you
> intend to use, and it will change the payee on those transactions and
> add the alternate name to the mapping.
>      _    _
>  ___| | _(_) -------------------------------------------------
> / __| |/ / | ~ Ryan Novosielski - ryan at novosielski.com       ~
> \__ \   <| | ~ AIM - SainteX ~ GTalk: rnovosielski at gmail.com ~
> |___/_|\_\_| -------------------------------------------------
>
> On 03/26/2014 01:05 PM, Jeff VanderDoes wrote:
> > Hi,
> >
> > Another question.  I've taken for granted the mapping of payees.
> > Is there a place to learn more about it.  Did a search and can't
> > find anything.
> >
> > When I want to have KMyMoney auto map a payee do I bring up payee I
> > want to map [UT STORENAME ADRESS] and from there add to where it
> > should map to [STORENAME] or  do I need to go to new name and add
> > to it all the alternate names.
> >
> > I notice when going into register i can right click on a
> > transition detail and I see a match option but it seems to always
> > be greyed out.
> >
> > Any insight is appreciated.
> >
> > Thanks! Jeff
> >
> >
> > _______________________________________________ KMyMoney mailing
> > list KMyMoney at kde.org
> > https://mail.kde.org/mailman/listinfo/kmymoney
> >
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