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  #6  
Old 08-28-2004, 04:18 PM
Glyn Simpson, MVP
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Default Re: Mislabeled Transactions

Go to the payees & categories section, select 'preferred payee names'. Go to the payee rules manager and you should be able to delete them from there.

--
Glyn Simpson, Microsoft MVP - Money

Check http://support.microsoft.com/default...d=fh;EN-GB;mny
for UK tips and fixes for MS Money. To send Microsoft your wishes or
suggestions, use http://register.microsoft.com/mswish/suggestion.asp
or http://www.microsoft.com/uk/support/money/feedback especially
if it's a UK specific wish.

I do not respond to any unsolicited email regarding Money
"DeeJayNYC" <deejaynyc[at]yahoo.com> wrote in message news:e1G23IihEHA.1156[at]TK2MSFTNGP10.phx.gbl...
Michael:

Thanks for the reply. My question then is "How does one do that?;" i.e., how does one delete a preferred provider name? I entered a question in the online help re deleting preferred payee names, and got no useful answer. Any advice?

DJ

"Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message news:%23Unb1EghEHA.2052[at]tk2msftngp13.phx.gbl...
- quote -

> Or eliminate it as a preferred payee name, make the changes you want, and
> then redesignate it as preferred.
> --
> Michael Gordon
> MVP
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:0b68i0htodsfvdeii71fusqh408knfnmf1[at]4ax.com...
> > In microsoft.public.money, DeejayNYC wrote:
> > > > Well, nothing is easy. We eliminated the troublesome matching, as
> > > you suggested. But we now have a new problem. We have some ATM
> > > withdrawals labeled as "ATM Withdr" and some as "ATM Withdrawal." What I
> > > would like to do is make all new transactions currently downloaded as
> > > "ATM Withdr" and have them re-labeled as "ATM Withdrawal." However, if I
> > > set "ATM Withdrawal" as the preferred payee name, it will not let me set
> > > "ATM Withdr" as the "old" payee name, because it is already in use as a
> > > preferred payee name. Money's built in Help on this problem is
> > > predictably useless. Do I have to manually change the name of every "ATM
> > > Withdr" to "ATM Withdrawal" before it will let me set the program to
> > > change the name to the new preferred name automatically?
> > > I would select a "ATM Withdr" transaction in the PreferredPayeeNames

> > and click Move. This will let you combine "ATM Withdr" and "ATM
> > Withdrawal".

  #5  
Old 08-19-2004, 07:24 PM
DeeJayNYC
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Posts: n/a
Default Re: Mislabeled Transactions

Michael:

Thanks for the reply. My question then is "How does one do that?;" i.e., how does one delete a preferred provider name? I entered a question in the online help re deleting preferred payee names, and got no useful answer. Any advice?

DJ

"Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message news:%23Unb1EghEHA.2052[at]tk2msftngp13.phx.gbl...
- quote -

> Or eliminate it as a preferred payee name, make the changes you want, and
> then redesignate it as preferred.
> --
> Michael Gordon
> MVP
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:0b68i0htodsfvdeii71fusqh408knfnmf1[at]4ax.com...
> > In microsoft.public.money, DeejayNYC wrote:
> > > > Well, nothing is easy. We eliminated the troublesome matching, as
> > > you suggested. But we now have a new problem. We have some ATM
> > > withdrawals labeled as "ATM Withdr" and some as "ATM Withdrawal." What I
> > > would like to do is make all new transactions currently downloaded as
> > > "ATM Withdr" and have them re-labeled as "ATM Withdrawal." However, if I
> > > set "ATM Withdrawal" as the preferred payee name, it will not let me set
> > > "ATM Withdr" as the "old" payee name, because it is already in use as a
> > > preferred payee name. Money's built in Help on this problem is
> > > predictably useless. Do I have to manually change the name of every "ATM
> > > Withdr" to "ATM Withdrawal" before it will let me set the program to
> > > change the name to the new preferred name automatically?
> > > I would select a "ATM Withdr" transaction in the PreferredPayeeNames

> > and click Move. This will let you combine "ATM Withdr" and "ATM
> > Withdrawal".

  #4  
Old 08-19-2004, 03:28 PM
Michael Gordon, MVP
Guest
 
Posts: n/a
Default Re: Mislabeled Transactions

Or eliminate it as a preferred payee name, make the changes you want, and
then redesignate it as preferred.

--
Michael Gordon
MVP
"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:0b68i0htodsfvdeii71fusqh408knfnmf1[at]4ax.com...
- quote -

> In microsoft.public.money, DeejayNYC wrote:
> > Well, nothing is easy. We eliminated the troublesome matching, as
> > you suggested. But we now have a new problem. We have some ATM
> > withdrawals labeled as "ATM Withdr" and some as "ATM Withdrawal." What I
> > would like to do is make all new transactions currently downloaded as
> > "ATM Withdr" and have them re-labeled as "ATM Withdrawal." However, if I
> > set "ATM Withdrawal" as the preferred payee name, it will not let me set
> > "ATM Withdr" as the "old" payee name, because it is already in use as a
> > preferred payee name. Money's built in Help on this problem is
> > predictably useless. Do I have to manually change the name of every "ATM
> > Withdr" to "ATM Withdrawal" before it will let me set the program to
> > change the name to the new preferred name automatically?

> I would select a "ATM Withdr" transaction in the PreferredPayeeNames
> and click Move. This will let you combine "ATM Withdr" and "ATM
> Withdrawal".



  #3  
Old 08-19-2004, 03:09 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Mislabeled Transactions

In microsoft.public.money, DeejayNYC wrote:

- quote -

> Well, nothing is easy. We eliminated the troublesome matching, as you suggested. But we now have a new problem. We have some ATM withdrawals labeled as "ATM Withdr" and some as "ATM Withdrawal." What I would like to do is make all new transactions currently downloaded as "ATM Withdr" and have them re-labeled as "ATM Withdrawal." However, if I set "ATM Withdrawal" as the preferred payee name, it will not let me set "ATM Withdr" as the "old" payee name, because it is already in use as a preferred payee name. Money's built in Help on this problem is predictably useless. Do I have to manually change the name of every "ATM Withdr" to "ATM Withdrawal" before it will let me set the program to change the name to the new preferred name automatically?

I would select a "ATM Withdr" transaction in the PreferredPayeeNames
and click Move. This will let you combine "ATM Withdr" and "ATM
Withdrawal".
  #2  
Old 08-19-2004, 02:56 AM
DeejayNYC
Guest
 
Posts: n/a
Default Re: Mislabeled Transactions

Well, nothing is easy. We eliminated the troublesome matching, as you suggested. But we now have a new problem. We have some ATM withdrawals labeled as "ATM Withdr" and some as "ATM Withdrawal." What I would like to do is make all new transactions currently downloaded as "ATM Withdr" and have them re-labeled as "ATM Withdrawal." However, if I set "ATM Withdrawal" as the preferred payee name, it will not let me set "ATM Withdr" as the "old" payee name, because it is already in use as a preferred payee name. Money's built in Help on this problem is predictably useless. Do I have to manually change the name of every "ATM Withdr" to "ATM Withdrawal" before it will let me set the program to change the name to the new preferred name automatically?

Thanks again.

DJ


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:1338i0hspvchdmtj30855ib51jdaa05odu[at]4ax.com...
- quote -

> In microsoft.public.money, DeejayNYC wrote:
> > We are using Microsoft Money 2004. For some reason, when we download our transactions from our bank, Microsoft Money mislabels our ATM withdrawals, referring to them consistently as a payment to another party. Somehow, the program has decided that this is the automatic match for ATM withdrawals. We are of course able to fix each mislabeled transaction manually; this is, however, very cumbersome. Is there a way to fix this mistake?

> In Money 2004, check
> Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames and
> determine what "Payee Name Variation" is being turned into that
> Payee.
> Then Go to the PayeeRulesManage and enter that term (such as "Cash
> withdrawal") into the Excluded Names.

  #1  
Old 08-19-2004, 02:30 AM
DeejayNYC
Guest
 
Posts: n/a
Default Re: Mislabeled Transactions

Thanks for your help. What I am actually trying now is, rather than excluding the term, renaming it to a better name (i.e., "ATM Withdrawal").

Thanks again.

DJ


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:1338i0hspvchdmtj30855ib51jdaa05odu[at]4ax.com...
- quote -

> In microsoft.public.money, DeejayNYC wrote:
> > We are using Microsoft Money 2004. For some reason, when we download our transactions from our bank, Microsoft Money mislabels our ATM withdrawals, referring to them consistently as a payment to another party. Somehow, the program has decided that this is the automatic match for ATM withdrawals. We are of course able to fix each mislabeled transaction manually; this is, however, very cumbersome. Is there a way to fix this mistake?

> In Money 2004, check
> Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames and
> determine what "Payee Name Variation" is being turned into that
> Payee.
> Then Go to the PayeeRulesManage and enter that term (such as "Cash
> withdrawal") into the Excluded Names.

 
Old 08-19-2004, 02:16 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Mislabeled Transactions

In microsoft.public.money, DeejayNYC wrote:

- quote -

> We are using Microsoft Money 2004. For some reason, when we download our transactions from our bank, Microsoft Money mislabels our ATM withdrawals, referring to them consistently as a payment to another party. Somehow, the program has decided that this is the automatic match for ATM withdrawals. We are of course able to fix each mislabeled transaction manually; this is, however, very cumbersome. Is there a way to fix this mistake?

In Money 2004, check
Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames and
determine what "Payee Name Variation" is being turned into that
Payee.

Then Go to the PayeeRulesManage and enter that term (such as "Cash
withdrawal") into the Excluded Names.


  #-1  
Old 08-19-2004, 02:06 AM
DeejayNYC
Guest
 
Posts: n/a
Default Mislabeled Transactions

We are using Microsoft Money 2004. For some reason, when we download our transactions from our bank, Microsoft Money mislabels our ATM withdrawals, referring to them consistently as a payment to another party. Somehow, the program has decided that this is the automatic match for ATM withdrawals. We are of course able to fix each mislabeled transaction manually; this is, however, very cumbersome. Is there a way to fix this mistake?

Thanks.

DJ
 

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