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Linking payee to category

Asked by Brian Cox

Very often my payee will only have one category - so for instance if I start a transaction for Netflix it will always be a Streaming category.

So is there any way to set up as soon I type Netflix it automatically assigns the category of streaming?

Cheers

Great programme!

Brian

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Richard Sutton
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Best Richard Sutton (rsutton43) said : 		#1

Brian,
Yes, you can assign a category to a Payee! Just go to the top menu bar and select Manage->Payees... The resulting screen lists all Payees in alphabetical order. Scroll down to your desired Payee and select it. Now locate the pencil icon at the bottom left of the screen (just to the right of the + sign. Select it and you can select your Default Category. Click OK and you are done!

Hope this helps...
Richard

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Brian Cox (hfcoh) said : 		#2

Richard,

That's really helpful -and solves my question many thanks,
Best wishes,

Brian