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| 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 news 327f1lttnsv5naeacceeddadrbdildb2p[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 |
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| In microsoft.public.money, Jay Bertino wrote: - quote - > When I use "Online Update" to update my Money 2006 Small Business I have an
Go to> 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? 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 |
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#-1
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| 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 |
| Tags |
| online, update |
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