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  #3  
Old 03-01-2005, 08:09 PM
CambriaOne
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Posts: n/a
Default Re: Incorrect auto fill-in for payee

Since all of the bank fees and reversals fall on basically the same days
every month, I think that's a grand idea and I'll try that. Thanks. We'll
see next month.

"Dick Watson" wrote:

- quote -

> So, this is a checking account download with no (or few) payees provided in
> the download?
> That probably makes it a little harder. The algorithm is what it is; without
> the information it has to go on changing, I'd expect it to keep working the
> same way. If all it has to go in is $15 and it doesn't look for patterns of
> $15 but looks for a first instance of a $15 transaction, there's no way to
> guarantee anything else. You could go find that payee in Find and change the
> $15 transaction to $14.99 (put a $0.01 transaction in next to keep balances
> sane). That might work.
> From what I know of downloaded transactions, I think your best bet is to go
> and schedule the fee in Bills & Deposits and see if it will match that
> instead. This amounts to giving it more information to go on.
> I don't download transaction data. I skip all of these headaches right
> there.
> "CambriaOne" <CambriaOne[at]discussions.microsoft.com> wrote in message
> news:5AC28AE5-4C57-4B94-ADD4-7EE24F8F491C[at]microsoft.com...
> > "Download", granted, would have been a helpful word in my initial posting

> and
> > assume that is all that was "inadequate" in that post.
> > Somewhere in the history of my 12-15 years with MS Money a payee received
> > $15. Since then, whenever there is a $15 downloaded transaction, MS Money
> > wants to auto-fill that old payee in.
> > Because this is an automatic bank charge (subsequently offset by an
> > automatic credit within a day or so), not something I have filled in,

> Money
> > is apparently (only my guess) guessing too about who the payee could be

> and
> > rather than look at 12 transactions a year, for at least 5 or 6 years, and
> > seeing the bank charge, it settles on this one payee from years gone by.
> > I thought there may be a way to guarantee the proper payee.

  #2  
Old 03-01-2005, 07:33 PM
Dick Watson
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Posts: n/a
Default Re: Incorrect auto fill-in for payee

So, this is a checking account download with no (or few) payees provided in
the download?

That probably makes it a little harder. The algorithm is what it is; without
the information it has to go on changing, I'd expect it to keep working the
same way. If all it has to go in is $15 and it doesn't look for patterns of
$15 but looks for a first instance of a $15 transaction, there's no way to
guarantee anything else. You could go find that payee in Find and change the
$15 transaction to $14.99 (put a $0.01 transaction in next to keep balances
sane). That might work.

From what I know of downloaded transactions, I think your best bet is to go
and schedule the fee in Bills & Deposits and see if it will match that
instead. This amounts to giving it more information to go on.

I don't download transaction data. I skip all of these headaches right
there.

"CambriaOne" <CambriaOne[at]discussions.microsoft.com> wrote in message
news:5AC28AE5-4C57-4B94-ADD4-7EE24F8F491C[at]microsoft.com...
- quote -

> "Download", granted, would have been a helpful word in my initial posting
and
> assume that is all that was "inadequate" in that post.
> Somewhere in the history of my 12-15 years with MS Money a payee received
> $15. Since then, whenever there is a $15 downloaded transaction, MS Money
> wants to auto-fill that old payee in.
> Because this is an automatic bank charge (subsequently offset by an
> automatic credit within a day or so), not something I have filled in,

Money
> is apparently (only my guess) guessing too about who the payee could be

and
> rather than look at 12 transactions a year, for at least 5 or 6 years, and
> seeing the bank charge, it settles on this one payee from years gone by.
> I thought there may be a way to guarantee the proper payee.



  #1  
Old 03-01-2005, 07:07 PM
CambriaOne
Guest
 
Posts: n/a
Default Re: Incorrect auto fill-in for payee

"Download", granted, would have been a helpful word in my initial posting and
assume that is all that was "inadequate" in that post.
Somewhere in the history of my 12-15 years with MS Money a payee received
$15. Since then, whenever there is a $15 downloaded transaction, MS Money
wants to auto-fill that old payee in.
Because this is an automatic bank charge (subsequently offset by an
automatic credit within a day or so), not something I have filled in, Money
is apparently (only my guess) guessing too about who the payee could be and
rather than look at 12 transactions a year, for at least 5 or 6 years, and
seeing the bank charge, it settles on this one payee from years gone by.
I thought there may be a way to guarantee the proper payee.

"Dick Watson" wrote:

- quote -

> Figure out where it's coming from (payee rules, implicit payees, an explicit
> payee) and correct/rename and/or delete that payee?
> You seem to suggest that Money suggests the payee because the amounts match?
> I assume, from inadequate information, that it is matching a payee in a
> download with some other payee.
> "CambriaOne" <CambriaOne[at]discussions.microsoft.com> wrote in message
> news:7B7D3555-B147-40CA-BDAB-E54FF3622F05[at]microsoft.com...
> > I have one monthly transaction that Money 05 (and its predecessors)
> > auto-fills the incorrect payee because sometime in years past I must have

> had
> > a $15 charge from this payee . It is one of the more cinsistent features

> of
> > Money, even if it's wrong, but is there a way to change an incorrect
> > auto-fill?

 
Old 03-01-2005, 06:44 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Incorrect auto fill-in for payee

Figure out where it's coming from (payee rules, implicit payees, an explicit
payee) and correct/rename and/or delete that payee?

You seem to suggest that Money suggests the payee because the amounts match?
I assume, from inadequate information, that it is matching a payee in a
download with some other payee.

"CambriaOne" <CambriaOne[at]discussions.microsoft.com> wrote in message
news:7B7D3555-B147-40CA-BDAB-E54FF3622F05[at]microsoft.com...
- quote -

> I have one monthly transaction that Money 05 (and its predecessors)
> auto-fills the incorrect payee because sometime in years past I must have

had
> a $15 charge from this payee . It is one of the more cinsistent features

of
> Money, even if it's wrong, but is there a way to change an incorrect
> auto-fill?



  #-1  
Old 03-01-2005, 06:26 PM
CambriaOne
Guest
 
Posts: n/a
Default Incorrect auto fill-in for payee

I have one monthly transaction that Money 05 (and its predecessors)
auto-fills the incorrect payee because sometime in years past I must have had
a $15 charge from this payee . It is one of the more cinsistent features of
Money, even if it's wrong, but is there a way to change an incorrect
auto-fill?
--
PlsHelpMScan't
 

Tags
auto, fillin, incorrect, payee
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