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#3
01-13-2005, 05:24 PM
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 Re: M04: Mis-identifying payee In microsoft.public.money, Mark Horn wrote: - quote - > On 2005-01-13, Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote: > > This > > may work better after you have combined payees from previous > > downloads using Move. > How do I "combine payees from previous downloads using Move"? > Am I just being dense, or is "Move" available somewhere? At the bottom of the list of Payees, there is a "Move" button. |
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#2
01-13-2005, 05:10 PM
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| Re: M04: Mis-identifying payee On 2005-01-13, Mark Horn <mark-d-1105725661.0b5052[at]hornclan.com> wrote: - quote - > Am I just being dense, or is "Move" available somewhere?
Nevermind. I'm dense. |
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#1
01-13-2005, 05:08 PM
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| Re: M04: Mis-identifying payee On 2005-01-13, Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote: - quote - > This
How do I "combine payees from previous downloads using Move"?> may work better after you have combined payees from previous > downloads using Move. Am I just being dense, or is "Move" available somewhere? |
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01-13-2005, 04:24 PM
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| Re: M04: Mis-identifying payee In microsoft.public.money, Mark Horn wrote: - quote - > I occasionally go to a particular ATM to make a withdrawal.
The first step is the only one that you really need, but the others> When I eventually download that transaction, M04 will automatically > change the Payee to my power company. The first time it happened, > I called my power company and asked them why they charged me $40. > But they didn't - M04 simply made the change. When I go onto my bank's > website, there's nothing in transaction that seems to suggest my power > company. M04 simply seems to be changing it for me. > This happens every single time I w/draw from a particular ATM. > Every other ATM shows up as a normal w/drawal. > Is there a way to get it to stop doing this? could be useful: Go to Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames which shows how downloaded names are translated into Payees. Record the Payee Name Variation(s) shown for your power company. Delete the entries that are not necessarily your power company. Then click on GoToPayeeRulesManager. Excluded Payee Names identifies words and phrases that should be ignored from the payee field (e.g., check, deposit). Consider adding 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.... 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. You may want to set Tools-> Options-> OnlineServices-> AddADescriptionToTheMemoField |
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#-1
01-13-2005, 04:16 PM
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| M04: Mis-identifying payee I occasionally go to a particular ATM to make a withdrawal. When I eventually download that transaction, M04 will automatically change the Payee to my power company. The first time it happened, I called my power company and asked them why they charged me $40. But they didn't - M04 simply made the change. When I go onto my bank's website, there's nothing in transaction that seems to suggest my power company. M04 simply seems to be changing it for me. This happens every single time I w/draw from a particular ATM. Every other ATM shows up as a normal w/drawal. Is there a way to get it to stop doing this? |
| Tags |
| m04, misidentifying, payee |
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