Downloaded payees automatically added to payee list

#7 10-15-2005, 04:21 AM

In microsoft.public.money, Ed Hansberry, MS-MVP/Mobile Devices
wrote:

- quote -

> via_newsgroup[at]please.tnx(Cal Learner-- MVP) wrote:

> > I was thinking of using the excluded payee names of the Payee Rules
> > Manager.
> Then maybe I am missing something.
> How do I use the Payee Rules Manager to exclude transactions that have
> a payee of "750 413 242 7" with a zero amount?

Not much you can do with that one.

You might consider creating a payee "x". Then before you accept the
transactions, enter x into the payee field. Accept the transaction,
and you create no new payee (other than the "x" payee). Not
automatic, but doable.

#6 10-15-2005, 01:39 AM

via_newsgroup[at]please.tnx(Cal Learner-- MVP) wrote:

- quote -

> In microsoft.public.money, Ed Hansberry, MS-MVP/Mobile Devices
> wrote:
> > via_newsgroup[at]please.tnx(Cal Learner-- MVP) wrote:
> > > > In microsoft.public.money, Ed Hansberry, MS-MVP/Mobile Devices
> > > wrote:
> > > > > > I do that. THat isn't what I'm talking about.
> > > > > > > Often (weekly) I get 2 line items per transaction. Gas stations are
> > > > particularly bad about it but there are others. Every time I buy
> > > > airline tickets I get charged for the ticket then get another
> > > > transaction called "Free life insurance for travelers" or some such
> > > > for $0.00.
> > > > > > > I delete that line, but "Free life insurance for travelers" gets added
> > > > as a payee in my database, which has no transactions and has to be
> > > > whacked.
> > > > > If Free life insurance for travelers recurs, you could add the term,
> > > or pieces of the term, to Payee Rules Manager. If they change it
> > > around, I see no workaround.
> > > It is almost always unique - there are trailing digits. Plus the payee
> > rules manager has to have a payee, right? I whack 'em when the
> > transaction has zero $$$.
> I was thinking of using the excluded payee names of the Payee Rules
> Manager.

Then maybe I am missing something.

How do I use the Payee Rules Manager to exclude transactions that have
a payee of "750 413 242 7" with a zero amount?
--
__________________________________________________ ________________________________
Ed Hansberry (Please do *NOT* email me. Post here for the benefit of all)
What is on my Pocket PC? http://www.ehansberry.com/
Microsoft MVP - Mobile Devices www.pocketpc.com
What is an MVP? - http://mvp.support.microsoft.com/

#5 10-14-2005, 08:39 PM

In microsoft.public.money, Ed Hansberry, MS-MVP/Mobile Devices
wrote:

- quote -

> via_newsgroup[at]please.tnx(Cal Learner-- MVP) wrote:
> > In microsoft.public.money, Ed Hansberry, MS-MVP/Mobile Devices
> > wrote:
> > > > I do that. THat isn't what I'm talking about.
> > > > > Often (weekly) I get 2 line items per transaction. Gas stations are
> > > particularly bad about it but there are others. Every time I buy
> > > airline tickets I get charged for the ticket then get another
> > > transaction called "Free life insurance for travelers" or some such
> > > for $0.00.
> > > > > I delete that line, but "Free life insurance for travelers" gets added
> > > as a payee in my database, which has no transactions and has to be
> > > whacked.
> > > If Free life insurance for travelers recurs, you could add the term,
> > or pieces of the term, to Payee Rules Manager. If they change it
> > around, I see no workaround.
> It is almost always unique - there are trailing digits. Plus the payee
> rules manager has to have a payee, right? I whack 'em when the
> transaction has zero $$$.

I was thinking of using the excluded payee names of the Payee Rules
Manager.

#4 10-14-2005, 08:32 PM

via_newsgroup[at]please.tnx(Cal Learner-- MVP) wrote:

- quote -

> In microsoft.public.money, Ed Hansberry, MS-MVP/Mobile Devices
> wrote:
> > I do that. THat isn't what I'm talking about.
> > > Often (weekly) I get 2 line items per transaction. Gas stations are
> > particularly bad about it but there are others. Every time I buy
> > airline tickets I get charged for the ticket then get another
> > transaction called "Free life insurance for travelers" or some such
> > for $0.00.
> > > I delete that line, but "Free life insurance for travelers" gets added
> > as a payee in my database, which has no transactions and has to be
> > whacked.
> If Free life insurance for travelers recurs, you could add the term,
> or pieces of the term, to Payee Rules Manager. If they change it
> around, I see no workaround.

It is almost always unique - there are trailing digits. Plus the payee
rules manager has to have a payee, right? I whack 'em when the
transaction has zero $$$.

--
__________________________________________________ ________________________________
Ed Hansberry (Please do *NOT* email me. Post here for the benefit of all)
What is on my Pocket PC? http://www.ehansberry.com/
Microsoft MVP - Mobile Devices www.pocketpc.com
What is an MVP? - http://mvp.support.microsoft.com/

#3 10-14-2005, 06:32 PM

In microsoft.public.money, Ed Hansberry, MS-MVP/Mobile Devices
wrote:

- quote -

> I do that. THat isn't what I'm talking about.
> Often (weekly) I get 2 line items per transaction. Gas stations are
> particularly bad about it but there are others. Every time I buy
> airline tickets I get charged for the ticket then get another
> transaction called "Free life insurance for travelers" or some such
> for $0.00.
> I delete that line, but "Free life insurance for travelers" gets added
> as a payee in my database, which has no transactions and has to be
> whacked.

If Free life insurance for travelers recurs, you could add the term,
or pieces of the term, to Payee Rules Manager. If they change it
around, I see no workaround.

- quote -

> Money shouldn't automatically add ANY payee with the setting mentioned
> by the OP, yet it does.

Agreed.

#2 10-14-2005, 06:21 PM

via_newsgroup[at]please.tnx(Cal Learner-- MVP) wrote:

- quote -

> In microsoft.public.money, Ed Hansberry, MS-MVP/Mobile Devices
> wrote:
> > > Nope. Still broken, so every week I get to go back and delete those
> > numeric payees that come through the credit cards for gas, airline
> > tickets, etc.
> The next time you do that, then set
> Tools-> Settings-> OnlineServices-> ShowStandardizedPayeeNames

I do that. THat isn't what I'm talking about.

Often (weekly) I get 2 line items per transaction. Gas stations are
particularly bad about it but there are others. Every time I buy
airline tickets I get charged for the ticket then get another
transaction called "Free life insurance for travelers" or some such
for $0.00.

I delete that line, but "Free life insurance for travelers" gets added
as a payee in my database, which has no transactions and has to be
whacked.

Money shouldn't automatically add ANY payee with the setting mentioned
by the OP, yet it does.
--
__________________________________________________ ________________________________
Ed Hansberry (Please do *NOT* email me. Post here for the benefit of all)
What is on my Pocket PC? http://www.ehansberry.com/
Microsoft MVP - Mobile Devices www.pocketpc.com
What is an MVP? - http://mvp.support.microsoft.com/

#1 10-14-2005, 02:13 PM

In microsoft.public.money, Ed Hansberry, MS-MVP/Mobile Devices
wrote:

- quote -

> Nope. Still broken, so every week I get to go back and delete those
> numeric payees that come through the credit cards for gas, airline
> tickets, etc.

The next time you do that, then set
Tools-> Settings-> OnlineServices-> ShowStandardizedPayeeNames

10-14-2005, 12:00 PM

greg.block[at]gmail.com wrote:

- quote -

> Please tell me that in Money 2006, Microsoft has finally fixed the bug
> where the payees in my downloaded transactions are automatically added
> to my payee list (this despite the fact that I've checked off the
> option "Confirm new payees"). This alone would be worth the upgrade.

Nope. Still broken, so every week I get to go back and delete those
numeric payees that come through the credit cards for gas, airline
tickets, etc.

- quote -

> On the subject of 2006, does anyone know if Microsoft added the cookie
> jar concept to accounts? The cookie jar allows you to squirrel money
> away within an account.

I haven't seen anything like that in the week I've had it.
--
__________________________________________________ ________________________________
Ed Hansberry (Please do *NOT* email me. Post here for the benefit of all)
What is on my Pocket PC? http://www.ehansberry.com/
Microsoft MVP - Mobile Devices www.pocketpc.com
What is an MVP? - http://mvp.support.microsoft.com/

#-1 10-13-2005, 11:22 PM

Please tell me that in Money 2006, Microsoft has finally fixed the bug
where the payees in my downloaded transactions are automatically added
to my payee list (this despite the fact that I've checked off the
option "Confirm new payees"). This alone would be worth the upgrade.

On the subject of 2006, does anyone know if Microsoft added the cookie
jar concept to accounts? The cookie jar allows you to squirrel money
away within an account.

TIA

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