In microsoft.public.money, Viper wrote:

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If you want to just change the Payee use advanced FindAndReplace.

Move will consolidate the payees..

I don't know what you did, but I was suggesting that you go to each
payee in the payee list and click Move, selecting the payee you want
to keep from the drop-down list.

I think rename probably accomplishes the same.

"Cal Learner-- MVP" wrote:

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I started using the move command and now my whole register is messed up.
Now I have doubles of the same transactions. Payees I moved are now just
copies of the payee I moved it to. Luckily I only have one month to rebuild.
If I rename the Payee to the Payee name I want and select YES when it asks if
I want to match it, then it adds it to the match list. This way doesn't skew
up my register. It is still a very inefficient way to do it, that is why it
would be great if there was a wildcard. Does Quicken have an eaiser way to
do this?

In microsoft.public.money, Viper wrote:

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Very similar. Just a little navigation differences. Here are some
other things to consider while you are in the neighborhood.

[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.

To reduce the number of existing payees, go to
[M05]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.

[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.
Unfortunately there are no wildcards, so check 334, check 335, and
check 336 will each be treated as potential new payee names. 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.

"Cal Learner-- MVP" wrote:

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same? I do not see the things you are mentioning in the online services
section.

In microsoft.public.money, Viper wrote:

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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.

Per
http://support.microsoft.com/default...41&Product=mny

How do I make Payees automatically match when the only difference in the name
is an incrementing number? For instance Wal-mart adds a purchase number:
Walmart 01234
Walmart 27363
How do I get all of the Walmart register entries under one payee? Is there
something I can use in the Payee Name Variation box that will encompass
everthing with Walmart in the name like * Walmart * Some symbol that means
all numbers and letters (you know like the Del *.* command). Please give me
any examples you can think of.

As a side note, I have to complain about the poor help the help window
provides. The online manual doesn't help me much either.