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Old 08-05-2005, 04:13 PM
Jay Bertino
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Posts: n/a
Default Re: Online Update

Thanks Cal,
As I like to say, "Ain't nothing to it, once you know how to do it."
I'll really know for sure tomorrow, but I think that did it.


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news327f1lttnsv5naeacceeddadrbdildb2p[at]4ax.com...
- quote -

> In microsoft.public.money, Jay Bertino wrote:
> > When I use "Online Update" to update my Money 2006 Small Business I have
> > an
> > issue. Whenever my wife or I buy groceries at a local store the Online
> > Update converts the name of the store and the catagory of purchace from a
> > grocery store to a phone company and the catagory from food to phone. is
> > this easily corrected?

> Go to
> Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames
> which shows how downloaded names are translated into Payees.
> Record the Payee Name Variation(s) shown for that phone company if
> they are generic terms. Delete the entries that are not necessarily
> the actual phone company.
> Then click on GoToPayeeRulesManager. Excluded Payee Names
> identifies words and phrases that should be ignored from the payee
> field (e.g., check, deposit). Add each generic 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-> Settings-> OnlineServices-> ReplacePayeeNames....
> You may want to set
> Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField



 
Old 08-05-2005, 03:43 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Online Update

In microsoft.public.money, Jay Bertino wrote:

- quote -

> When I use "Online Update" to update my Money 2006 Small Business I have an
> issue. Whenever my wife or I buy groceries at a local store the Online
> Update converts the name of the store and the catagory of purchace from a
> grocery store to a phone company and the catagory from food to phone. is
> this easily corrected?


Go to
Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames
which shows how downloaded names are translated into Payees.
Record the Payee Name Variation(s) shown for that phone company if
they are generic terms. Delete the entries that are not necessarily
the actual phone company.

Then click on GoToPayeeRulesManager. Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit). Add each generic 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-> Settings-> OnlineServices-> ReplacePayeeNames....

You may want to set
Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField
  #-1  
Old 08-05-2005, 02:27 PM
Jay Bertino
Guest
 
Posts: n/a
Default Online Update

When I use "Online Update" to update my Money 2006 Small Business I have an
issue. Whenever my wife or I buy groceries at a local store the Online
Update converts the name of the store and the catagory of purchace from a
grocery store to a phone company and the catagory from food to phone. is
this easily corrected?

Thanks in advance for your suggestions


 

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online, update
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