[Kmymoney] mapping payees
Ryan Novosielski
ryan at novosielski.com
Wed Apr 2 02:33:19 UTC 2014
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I can't remember. I've never noticed it doing anything I didn't want.
On 04/01/2014 09:35 PM, Jeff VanderDoes wrote:
> 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 <mailto:ryan at novosielski.com>> wrote:
>
> 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
> <mailto:ryan at novosielski.com> ~ \__ \ <| | ~ AIM - SainteX
> ~ GTalk: rnovosielski at gmail.com <mailto: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
>
>
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>> list KMyMoney at kde.org <mailto:KMyMoney at kde.org>
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>
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>
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- --
_ _
___| | _(_) -------------------------------------------------
/ __| |/ / | ~ Ryan Novosielski - ryan at novosielski.com ~
\__ \ <| | ~ AIM - SainteX ~ GTalk: rnovosielski at gmail.com ~
|___/_|\_\_| -------------------------------------------------
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