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| In microsoft.public.money, Jambruins wrote: - quote - > I always download my transactions every week or so and for some reason
1. To reduce the number of existing payees, go to> microsoft money 2004 will not automatically categorize my transactions. > Autocomplete is turned on and I have also set the rename payee when possible > on. I used the find and replace to find all the payees and change them to > the payee decription I want. However, it still doesn't change the payees. > I believe the problem is that my transactions have numbers associated with > them and they are not the same. For example here are 2 transactions from > Lowe's. > PLATTSB NY0015 LOWE'S #11905021402140640 > PLATTSB NY0015 LOWE'S #11905012901290225 > How do I get microsoft money to change these to just "Lowe's" when I > download them? Thanks. Accounts&Bills-> 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. 2. Tools-> Options-> Editing-> ConfirmNewPayees will give you the option to not add a payee to the list that you are using one time only. Set it. 3. Tools-> Options/Settings-> OnlineServices-> ReplacePayeeNames... enables replacement of payees with names you have used. Set it. Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames shows how downloaded names are translated into Payees. 4. When you get such a transaction, set the Payee to what you have selected for Lowes. Money should catch on. |
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| I always download my transactions every week or so and for some reason microsoft money 2004 will not automatically categorize my transactions. Autocomplete is turned on and I have also set the rename payee when possible on. I used the find and replace to find all the payees and change them to the payee decription I want. However, it still doesn't change the payees. I believe the problem is that my transactions have numbers associated with them and they are not the same. For example here are 2 transactions from Lowe's. PLATTSB NY0015 LOWE'S #11905021402140640 PLATTSB NY0015 LOWE'S #11905012901290225 How do I get microsoft money to change these to just "Lowe's" when I download them? Thanks. |
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