In microsoft.public.money, Mike wrote:

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I don't know, but I would guess that it is not.

Two comments inline.

"Mike" <spam[at]winpcr.com> wrote in message
news:%23Nr$%23de8EHA.3820[at]TK2MSFTNGP11.phx.gbl...
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This limitation, in M05, comes from Microsoft via Yodlee. BofA really
couldn't care less if you can download the transaction data with Money.
That's why Yodlee got involved. If you want good downloads from BofA and
don't want the data to have to be on MSN Money, then Quicken is your answer,
apparently.

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Obviously, your original theory that downloading transaction data will save
time so you can do all this other stuff is not working or you wouldn't be
posting.

Cal,
Do you know if the PayeeRulesManager is case sensitive?

Thank you for all of the suggestions. I'll continue to work this issue.

Mike

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:97uit09uh5kh70dirlpfj0kbeot9hvmckl[at]4ax.com...
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I'm not sure if you're trying to bust my sack or what!

If you want your data to sync when you open the program, vs. having to
import the data every so often THEN YES, THE DATA HAS TO BE ON THE MSN
SERVERS. Now as to who's making the requirement, I'm not sure. As a bofa
customer you know that they only "support" Quicken when it comes to directly
connecting to your account.

"How is this possible, you say" No acutally I didn't say that. But If I, or
anyone else needs exporting 101 I'll send them your way.

The fact that you have so much time on your hands to manually record your
transactions at the local book/adult film store is wonderful. I currently
use money to manage several of my "small businesses" each one has no less
than four accounts, So I spend my time building businesses, meeting new
clients, ect... For someone like yourself I'm sure your method works jsut
fine.

Lick

"SJCOHEN730" <sjcohen730[at]aol.com> wrote in message
news:20050103162445.11861.00002583[at]mb-m16.aol.com...
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Come on now. Do you really expect me to believe that Bank of America
REQUIRES its customers to store data on MSN servers? I'm a Bank of America
customer with both checking and savings accounts. Both of those accounts are in
my Money 2005 Deluxe. I know FOR A FACT that my data is NOT on any MSN server.
How is this possible, you say? Simple. I record all my BOA transactions
directly into Money everyday the way I want to show it. I put the exact payee
name, etc. I WANT TO SEE in the correct field of Money. You see, I don't rely
on some stupid download program. I rely on my brain and the Money program. You
can do it too. Good luck. Steve

In microsoft.public.money, Mike wrote:

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I have an idea, but I don't have really high hopes that you will
have the payees automatically handled when you are done, but it
could still be an improvement. It shouldn't hurt.

[M05]Tools-> Settings-> AccountSettings(global)-> ConfirmNewPayees
will give you the option to not add a payee to the list that you are
using one time only.

[M05]Banking-> AccountTools-> Categories&Payees-> Payees-> GoToPayeeRulesManager.
Your downloaded transactions may come with some generic term where
the Payee should be. Excluded Payee Names identifies words and
phrases that should be ignored from the payee field (e.g., check,
deposit). Add words that are generically added by your bank,
including "purchase".


Set [M05]Tools-> Settings-> OnlineServices-> ShowStandardizedPayeeNames
to combine payees that differ only by a number at the end. This may
work better after you have combined payees from previous downloads.

However if that is all Money has, it will leave you with nothing to
distinguish transactions. I suggest you set
[M05]Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField
to aid you in selecting a Payee.

1. Is this happening with all of your purchases?
2. Are the purchases from different vendors?
3. If you have online banking capabilities, do the payees for those
transactions also show "purchase ..."?

If the above is true, call the BoA online services department and talk to
them about the issue. Another less possible scenario, is that you have Payee
Rules setup so they match a payee called "purchase ...".

Graham


"Mike" wrote:

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I'm banking w/ Bank of America, which requires users to store data on msn
servers(still not sure why that is!). My issue is that when I sync the
accounts All i get is a portion of the payee field. It starts with the words
"purchase" then a bunch of numbers...

Any ideas on how to change this?

Mike