Define Category On Old Transactions

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6 posts
Define Category On Old Transactions

cre8r
New MMEX User

Posts: 2
Joined: Thu Apr 28, 2016 6:31 pm
Hello,

Is there anyway to automatically assign default category on old transactions ?

EG:
I have imported thousands of transactions from my bank .qif file.
I am manually going through and defining default categories for these (which is extremely painfully slow, as you have to do each PAYE manually , you can't even select multiple lines which is a bummer..).
Once these defaults are defined , I still have to manually update old transactions by right clicking and choosing a category
Re: Define Category On Old Transactions

Nikolay
MMEX Developer

Posts: 2284
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
in mmex 1.3.0 multyline selection is available. but category assignment not realized yet. but will be in future.
Re: Define Category On Old Transactions

cre8r
New MMEX User

Posts: 2
Joined: Thu Apr 28, 2016 6:31 pm
Thank you.
Any fast way to apply categories on old imported transactions?

EG:
- Import QIF file to dummy account
- Set default category for all PAYE
- Delete dummy account
- Re Import QIF file to actual account

(Also FYI: I have 1.2.5 version but am still unable to multi line select in any window)
Re: Define Category On Old Transactions

Nikolay
MMEX Developer

Posts: 2284
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
May be import then export to csv file.
Edit csv file in excel. Just add new column with the category. Then import.
PS in that case transfers and split will lost.
Re: Define Category On Old Transactions

Nikolay
MMEX Developer

Posts: 2284
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
It seems to me that if in a qif file the data category is missing, mmex will be using 'Unknown' category.
Then redefine the 'Unknown' category to any other one using Tools - category re.....
Re: Define Category On Old Transactions

sterling
Super MMEX User

Posts: 82
Joined: Thu Dec 11, 2014 2:40 am
When you import qif or csv, the unknown categories get auto set to your defaults.  So if your default categories are all set, just importing it should do.  Then set any unknowns and they become the new defaults.  Then on the next import, there are less unknowns.  I import my statements each month and hardly any unknowns come up any more.
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