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#1
12-31-2004, 10:07 AM
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 Re: Preferred Payees Thanks. I'm new to Money and could probably find things if I looked farther than my nose, but.... Thanks again, James "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:uk58t0leo9g536ogq5hfvt08t91ag1cb71[at]4ax.com... - quote - > In microsoft.public.money, JamesJ wrote: > > I want Money 2005 to use the Payee names my bank uses when > > I insert a payment into the register. I have a list of Preferred Payee > > Names but want to change these to what the banks uses. > > Any help will be appreciated. > To reduce the number of existing payees, go to > Banking-> AccountTools-> Categories&Payees-> Payees ; select a > payee and use Move to combine payees. This is better in most cases > than Delete. Advanced Find&Replace may also be useful in > consolidating. > Tools-> Settings-> OnlineServices-> ReplacePayeeNames... > enables replacement of payees with names you have used. You might > want to disable that, but it is global-- not just for the one bank. > Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames > shows how downloaded names are translated into Payees. You may want > to make deletions/changes there. |
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12-30-2004, 01:58 PM
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| Re: Preferred Payees In microsoft.public.money, JamesJ wrote: - quote - > I want Money 2005 to use the Payee names my bank uses when > I insert a payment into the register. I have a list of Preferred Payee > Names but want to change these to what the banks uses. > Any help will be appreciated. To reduce the number of existing payees, go to Banking-> AccountTools-> Categories&Payees-> Payees ; select a payee and use Move to combine payees. This is better in most cases than Delete. Advanced Find&Replace may also be useful in consolidating. Tools-> Settings-> OnlineServices-> ReplacePayeeNames... enables replacement of payees with names you have used. You might want to disable that, but it is global-- not just for the one bank. Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames shows how downloaded names are translated into Payees. You may want to make deletions/changes there. |
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#-1
12-30-2004, 01:29 PM
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| Preferred Payees I want Money 2005 to use the Payee names my bank uses when I insert a payment into the register. I have a list of Preferred Payee Names but want to change these to what the banks uses. Any help will be appreciated. James |
| Tags |
| payees, preferred |
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