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Old 01-06-2006, 06:44 AM
Cal Learner-- MVP
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Default Re: Payee Rules Manager (M6)

In microsoft.public.money, BruceK wrote:

- quote -

> Does anyone happen to know if you can use wildcards characters within the
> payee name variations in the Payee Rules Manager, such as "WALMART*" to
> cover the many variations of names such as this?


Here is something that may help some cases:
Tools-> Settings-> OnlineServiceSetting check
ShowStandardizedPayeeNamesForWhichANameIsNotFound. Try clicking
MoreDetails to the right of that selection for a description of
what it should do.

That should change "walmart #1234" to match an existing "walmart".
It would not change "walmart Shelbyville" to "walmart".

- quote -

> Or can this be done using the Advanced Search/Replace? I can't figure out
> how to do it.


You could use Advanced Find&Replace to change all existing walmart
payees to an existing one.
  #-1  
Old 01-06-2006, 03:53 AM
BruceK
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Default Payee Rules Manager (M6)

Does anyone happen to know if you can use wildcards characters within the
payee name variations in the Payee Rules Manager, such as "WALMART*" to
cover the many variations of names such as this?

Or can this be done using the Advanced Search/Replace? I can't figure out
how to do it.

Thanks.



 

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manager, payee, rules
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