A quicken user needs help!

#3 08-01-2003, 10:17 PM

Thanks for the suggestion but I am getting quite disillusioned because I do
not have any altered payee and as a test I tried it because looks like a
good feature however when I use this all the categories assigned to the
original payee disappear!

Thanks again
Vassik

"Cindy Conover" <cjconover[at]msn.com> wrote in message
news:ux62SNEWDHA.2260[at]TK2MSFTNGP09.phx.gbl...
- quote -

> Vassik
> Go to Tools-> Options-> Online Services
> Either check or uncheck the replace download payee with user altered name
> See if that works w/the Horizon problem
> Cindy

#2 08-01-2003, 04:40 PM

Vassik

Go to Tools-> Options-> Online Services
Either check or uncheck the replace download payee with user altered name

See if that works w/the Horizon problem

Cindy

#1 08-01-2003, 05:13 AM

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:u9pjiv8lro9jk0hggrg76c5n89fabpgjis[at]4ax.com...
- quote -

> In microsoft.public.money, Vassik wrote:
> > > Also I am having problems with some transactions. For example I just
> > downloaded the charges from my credit card and a few charges confused me.
> > One was from a company called Horizon Air services. Well, I had dealt
with
> > this company last year on a business trip overseas but there was a new
> > charge yesterday. This alarmed me and I called the credit card to inquire
> > and found out that the charge was from a shop called Horizon where my
wife
> > purchased something. however once it was downloaded into Money it changed
to
> > Horizon Air Services. Also there was a charge from a company called
Sloat
> > Garden Center ... but it showed as The Home Depot and yet another one
> > completely off the mark!
> > I went to the webpage of my credit card and looked at the history and the
> > names there were the correct one's. Why did Money changed them once it
> > downloaded them? Am I doing something wrong here and could someone help
me
> > with this please.
> With Money 2003,
> Accounts&Bills-> Categories&Payees-> PreferredPayeeNames lets you
> change replacement of names with names of your choice. While there
> you might look at the Payee Rules Manager that lets you ignore words
> and phrases such as Check, ATM Withdrawal, etc.
> > > The other feature I do not understand and this has been mentioned a
number
> > of times and that is to be able to back the file up within Money instead
of
> > going through the hoops via windows explorer etc. I do not understand why
> > the program only offers the floppy drive as an option in the drop down
box.
> There is another drop-down box besides the floppy box. With Windows
> XP, you can back up to the "hard disk" that corresponds to your CD/R
> drive. Browse to the drive from "My Computer". That will put the
> file onto a staging area on your hard drive. Consider modifying the
> backup file name to incorporate the date.

Thanks so much fro the quick reply. I checked under
Accounts&Bills-> Categories&Payees-> PreferredPayeeNames area but nothing
seems unusual there. I still do not understand why money changed Horizon ...
for Horizon Air services and Sloat Garden for Home Depot!

In as far as the back up thanks I will follow the suggestions. I do
appreciate all the help!

08-01-2003, 05:01 AM

In microsoft.public.money, Vassik wrote:

- quote -

> Also I am having problems with some transactions. For example I just
> downloaded the charges from my credit card and a few charges confused me.
> One was from a company called Horizon Air services. Well, I had dealt with
> this company last year on a business trip overseas but there was a new
> charge yesterday. This alarmed me and I called the credit card to inquire
> and found out that the charge was from a shop called Horizon where my wife
> purchased something. however once it was downloaded into Money it changed to
> Horizon Air Services. Also there was a charge from a company called Sloat
> Garden Center ... but it showed as The Home Depot and yet another one
> completely off the mark!
> I went to the webpage of my credit card and looked at the history and the
> names there were the correct one's. Why did Money changed them once it
> downloaded them? Am I doing something wrong here and could someone help me
> with this please.

With Money 2003,
Accounts&Bills-> Categories&Payees-> PreferredPayeeNames lets you
change replacement of names with names of your choice. While there
you might look at the Payee Rules Manager that lets you ignore words
and phrases such as Check, ATM Withdrawal, etc.

- quote -

> The other feature I do not understand and this has been mentioned a number
> of times and that is to be able to back the file up within Money instead of
> going through the hoops via windows explorer etc. I do not understand why
> the program only offers the floppy drive as an option in the drop down box.

There is another drop-down box besides the floppy box. With Windows
XP, you can back up to the "hard disk" that corresponds to your CD/R
drive. Browse to the drive from "My Computer". That will put the
file onto a staging area on your hard drive. Consider modifying the
backup file name to incorporate the date.

-1 · #-1 08-01-2003, 04:50 AM

I switched from Quicken to Money 2004 and like it however there are a couple
of problems I have and assistance.

I download all my statements online (not via MSN but individual downloads
from the bank, credit card etc.)
The first one maybe is my fault and hopefully someone can give me the
solution. When I want to balance my checkbook the only option I get is to
enter my the balance from the paper statement. In quicken there was the
option to balance by choosing either the paper statement or the online
balance statement. Is there a way to do that?

Also I am having problems with some transactions. For example I just
downloaded the charges from my credit card and a few charges confused me.
One was from a company called Horizon Air services. Well, I had dealt with
this company last year on a business trip overseas but there was a new
charge yesterday. This alarmed me and I called the credit card to inquire
and found out that the charge was from a shop called Horizon where my wife
purchased something. however once it was downloaded into Money it changed to
Horizon Air Services. Also there was a charge from a company called Sloat
Garden Center ... but it showed as The Home Depot and yet another one
completely off the mark!
I went to the webpage of my credit card and looked at the history and the
names there were the correct one's. Why did Money changed them once it
downloaded them? Am I doing something wrong here and could someone help me
with this please.

The other feature I do not understand and this has been mentioned a number
of times and that is to be able to back the file up within Money instead of
going through the hoops via windows explorer etc. I do not understand why
the program only offers the floppy drive as an option in the drop down box.

Thanks for all the help.

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