10-29-2004, 02:26 PM
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 Re: Trying to understand Preferred Names In microsoft.public.money, Mark Johnson wrote: - quote - > I have a gazillion of transactions in the format of the following:
Maybe not. There is great hope.> HEB #428 10/17 #000784200 PU > HEB #428 10/13 #000150600 PU > HEB #428 10/08 #000723400 PU > How do I make this read just HEB. I guess I'm not sure what I'm > looking at when it shows me the Payee Name Variation and Payee, > because every variation appears to be a payee. > Do have have to rename every transaction every time I update my > accounts? The thing that may well help you is to set Tools-> Options/Settings-> OnlineServices-> ShowStandardizedPayeeNames to combine payees that differ only by a number or punctuation. This may work better after you have combined payees from previous downloads using Move. Per http://support.microsoft.com/default...41&Product=mny ======================================= If a downloaded payee does not exactly match a payee in Money, and the downloaded payee does not match a payee name variation, Money tries to match the name with standardization. Money standardizes a payee name by removing all numbers and punctuation. Comparing this standardized downloaded payee name with standardized Money payee names increases the chance of finding a match. =========================================== Tools-> Options-> Editing-> ConfirmNewPayees will give you the option to not add a payee to the list that you are using one time only. I don't find the M05 path at the moment. To reduce the number of existing payees, go to Accounts&Bills-> Categories&Payees-> Payees [M05]Banking-> AccountTools-> Categories&Payees-> Payees ; select a payee and use Move to combine payees. This is better in most cases than Delete. Tools-> Options/Settings-> OnlineServices-> ReplacePayeeNames... enables replacement of payees with names you have used. Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames [M05]Banking-> AccountTools-> -> Categories&Payees-> Payees-> PreferredPayeeNames shows how downloaded names are translated into Payees. |
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10-29-2004, 12:41 PM
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| Trying to understand Preferred Names I have a gazillion of transactions in the format of the following: HEB #428 10/17 #000784200 PU HEB #428 10/13 #000150600 PU HEB #428 10/08 #000723400 PU How do I make this read just HEB. I guess I'm not sure what I'm looking at when it shows me the Payee Name Variation and Payee, because every variation appears to be a payee. Do have have to rename every transaction every time I update my accounts? |
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| names, preferred, understand |
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