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Q2007 Premier - category entry in register

 

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Subject Author Date
Q2007 Premier - category entry in register charles 02-16-2007
Posted by charles on February 16, 2007, 12:42 pm
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When entering a transaction in the register and I get down to entering
a category, the popup list comes up and fills in a transfer item
rather than a category item and I have to go back to the beginning of
the item and erase the leading [ before I can enter the correct
category.

The popup list seems sorted with the transfers at the top so you have
to scroll down to get where you want to be. I haven't found any
setting the orders a preference for this.

Can anyone tell me how to get it to fill a category before a transfer?

Thanks.



Posted by John Pollard on February 16, 2007, 1:45 pm
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charles wrote:
> When entering a transaction in the register and I get
> down to entering a category, the popup list comes up and
> fills in a transfer item rather than a category item and
> I have to go back to the beginning of the item and erase
> the leading [ before I can enter the correct category.
>
> The popup list seems sorted with the transfers at the top
> so you have to scroll down to get where you want to be. I
> haven't found any setting the orders a preference for
> this.
>
> Can anyone tell me how to get it to fill a category
> before a transfer?

Memorize a transaction for that payee with the correct category?

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by charles on February 17, 2007, 10:05 am
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wrote:

>charles wrote:
>> When entering a transaction in the register and I get
>> down to entering a category, the popup list comes up and
>> fills in a transfer item rather than a category item and
>> I have to go back to the beginning of the item and erase
>> the leading [ before I can enter the correct category.
>>
>> The popup list seems sorted with the transfers at the top
>> so you have to scroll down to get where you want to be. I
>> haven't found any setting the orders a preference for
>> this.
>>
>> Can anyone tell me how to get it to fill a category
>> before a transfer?
>
>Memorize a transaction for that payee with the correct category?

Thanks for the suggestion. I guess that would work in a limited set of
transactions but doesn't really solve the problem.

Why the program behavior was changed seems very bizarre. If I start
typing in a category name it inserts the [ to match a transfer account
rather than the category I was typing so I have to type another 3
characters back and forth to get to where I was before. I've never
seen this in any previous version.



Posted by John Pollard on February 17, 2007, 1:31 pm
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charles wrote:
> On Fri, 16 Feb 2007 18:45:32 GMT, "John Pollard"
>
>> charles wrote:
>>> When entering a transaction in the register and I get
>>> down to entering a category, the popup list comes up and
>>> fills in a transfer item rather than a category item and
>>> I have to go back to the beginning of the item and erase
>>> the leading [ before I can enter the correct category.
>>>
>>> The popup list seems sorted with the transfers at the
>>> top so you have to scroll down to get where you want to
>>> be. I haven't found any setting the orders a preference
>>> for this.
>>>
>>> Can anyone tell me how to get it to fill a category
>>> before a transfer?
>>
>> Memorize a transaction for that payee with the correct
>> category?
>
> Thanks for the suggestion. I guess that would work in a
> limited set of transactions but doesn't really solve the
> problem.
>
> Why the program behavior was changed seems very bizarre.
> If I start typing in a category name it inserts the [ to
> match a transfer account rather than the category I was
> typing so I have to type another 3 characters back and
> forth to get to where I was before.

> I've never seen this in any previous version.

Been that way since at least Q2005. Most recently used
categories for payee are at the top of the list. I doubt there's
any way to make it work perfectly for every user for every
transaction.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by charles on February 17, 2007, 9:03 pm
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wrote:

>> I've never seen this in any previous version.
>
>Been that way since at least Q2005. Most recently used
>categories for payee are at the top of the list. I doubt there's
>any way to make it work perfectly for every user for every
>transaction.

Well it doesn't work that way in my Q 2005 Premier H & B - R5.

On an existing payee, it will default everything from a previous
entry. On a new payee, the fill list pops up on entry into the
category field with the first income or expense category highlighted,
depending on the transaction so far. It will proceed to match the
category as I type it. In no way does it presume to insert the [
symbol and select a transfer account unless I type it.

The entire popup list in 2005 is sorted alphabetically; within income
categories first, then expense, then accounts last. That is not the
sort that I see in 2007 Premier.

My question was originally prompted by a friend who recently bought
2007 Premier, showed me what it was doing and asked if I knew of a
preference option or any other way to fix it.


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