In microsoft.public.money, Alan B <Alan B[at]discussions.microsoft.comwrote:

- quote -

I suspect they are putting something like "POS Transaction" into the
Payee slot. You changed that to Shell Oil at one time, and Money
remembered that.


Go to
Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames
which shows how downloaded names are translated into Payees.
Record the Payee Name Variation(s) shown for Shell Oil. Record the
word or phrase listed improperly as a Payee Name Variation for
Shell Oil.

Delete the entries that are not necessarily Shell Oil.
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-> Settings-> OnlineServices-> ReplacePayeeNames....

You may want to set
Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField

You could also look at the file to determine what is entered into
the Payee field. If you need help with that, how does the downloaded
file start out?

I am running MM 2005 under Windows XP. Though my bank is not listed on your
web site, I can download files directly into MM. I have two issues:
1. All of the files do not import at once. I sometimes have to execute 3 or
4 separate imports to get all the data. What could be the problem?
2. When the files are imported most of them require editing. For instance
when I pay American Express and download that transaction the TO: line will
list some other vender like Shell Oil while the MEMO: line will list American
Express. Do I have a automatic function turned on that should be turned off.
If so where would I find this function?

Alan