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Old 08-18-2003, 02:44 PM
Cal Learner-- MVP
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Default Re: OFX download has incorrect Payee entries.

In microsoft.public.money, Frank wrote:

- quote -

> Has anyone ever encountered this problem? I am using
> Money2003 and using Web-connect to the USBank website to
> download my credit card transactions. Several of the
> entries downloaded have the wrong Payee names. For
> example, items purchased at HomeDepot come up as
> LensCrafters; most other entries are correct. I looked at
> the OFX file in WordPad and it has HomeDepot as the Payee
> for these transactions, so I assume something is happening
> on the Money side of things. Any Ideas to correct this?


I am inferring that you are saying you see
<NAME> HomeDepot
for the transaction. If the <NAME> field is some non-HomeDepot term,
I would enter that term into the Payee Rules Manager.

Accounts&Bills-> Categories&Payees-> PreferredPayeeNames lets you
change replacement of names with names of your choice. While there
continue to the Payee Rules Manager that lets you ignore words
and phrases such as Check, ATM Withdrawal, etc.


- quote -

> Also, is there any way to delete multiple entries in the
> register in one sweep, or is deletion one entry at a time
> the only option.


Only one at a time, but sorting the register by order of entry can
be a big help. Also, it may be useful to Void the transaction
instead of deleting it right away. That way you can un-void if you
change your mind about one of those transactions.


  #-1  
Old 08-18-2003, 01:12 AM
Frank
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Posts: n/a
Default OFX download has incorrect Payee entries.

Has anyone ever encountered this problem? I am using
Money2003 and using Web-connect to the USBank website to
download my credit card transactions. Several of the
entries downloaded have the wrong Payee names. For
example, items purchased at HomeDepot come up as
LensCrafters; most other entries are correct. I looked at
the OFX file in WordPad and it has HomeDepot as the Payee
for these transactions, so I assume something is happening
on the Money side of things. Any Ideas to correct this?
Also, is there any way to delete multiple entries in the
register in one sweep, or is deletion one entry at a time
the only option.

Thanks in advance,

Frank.
 

Tags
download, entries, incorrect, ofx, payee
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