12-08-2004, 10:23 PM
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 Re: downloaded transactions - automatically filling in wrong payee In microsoft.public.money, "Angie Clark" <Angie Clark[at]discussions.microsoft.com> wrote: - quote - > When I download my bank statements, Money is automatically filling in the
Go to> payee for every transaction. It is, of course, the wrong payee in most cases. > How do I stop this from happening? Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames [M05]Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames which shows how downloaded names are translated into Payees. Record the Payee Name Variation(s) shown for "the wrong payee". Delete entries that you think should be deleted. Then click on GoToPayeeRulesManager. Excluded Payee Names identifies words and phrases that should be ignored from the payee field (e.g., check, deposit). Add each word or phrase that were listed as a Payee Name Variation that you recorded. While you are at it, it is usually a good idea to select Tools-> Options-> OnlineServices-> ReplacePayeeNames.... [M05]Tools-> Settings-> OnlineServices-> ReplacePayeeNames.... |
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12-06-2004, 03:17 PM
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| downloaded transactions - automatically filling in wrong payee When I download my bank statements, Money is automatically filling in the payee for every transaction. It is, of course, the wrong payee in most cases. How do I stop this from happening? Thanks, Angie Clark |
| Tags |
| automatically, downloaded, filling, payee, transactions, wrong |
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