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  #9  
Old 02-25-2006, 05:26 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts

"Marilyn & Bob" <privacy[at]nospam.please> wrote in message
news:eSvNmzaOGHA.1088[at]tk2msftngp13.phx.gbl...
- quote -

> I was going to recommend that as that is the official way of doing what you
> want, but it has lots of disadvantages. It will cancel all of you
> scheduled bill pays. It will also change to "Write Check" all of your
> future scheduled bills that were set up for Apay or Epay. Plus when you
> reestablish your online services and download again you will end up with
> duplicate transactions that you need to mark as VOID instead of deleting or
> they will reappear on your next download. That's why I suggested the
> workaround I discovered.


If he did not first cancel all outstanding apays and epays, the scenario you
describe is correct. Also, when re-establishing online bill payment,
existing active payees may be re-downloaded but in far less esthetically
pleasing format.
--
Chris Cowles
Gainesville, FL



  #8  
Old 02-25-2006, 12:43 AM
Marilyn & Bob
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts

I was going to recommend that as that is the official way of doing what you
want, but it has lots of disadvantages. It will cancel all of you scheduled
bill pays. It will also change to "Write Check" all of your future
scheduled bills that were set up for Apay or Epay. Plus when you
reestablish your online services and download again you will end up with
duplicate transactions that you need to mark as VOID instead of deleting or
they will reappear on your next download. That's why I suggested the
workaround I discovered.
--
Peace,
BobJ

"Charlie" <cklatzkin[at]NOSPAMcomcast.net> wrote in message
news:NoednbD0_ZI1xmLeRVn-vw[at]comcast.com...
- quote -

> When I selected "discontinue my online service with my bank", I was able
> to edit the payee name. By re-entering the payee name followed by {info},
> it appeared to work, I changed all entries that had curly brackets and
> then re-enabled my online services. We'll see what happens next month
> when I pay bills again.
> "Marilyn & Bob" <privacy[at]nospam.please> wrote in message
> news:uv$MB6LOGHA.4052[at]TK2MSFTNGP15.phx.gbl...
> > You cannot change the name of on line account or Payee. I just did an
> > experiment and think that I have a suitable workaround for this.
> > > First copy your Money data file to another folder in case this

> > suggestion doesn't work. Then:
> > > 1) Go to your Payees Screen, click on New and create a Payee with the

> > exact new name (with braces) you want.
> > > 2) Go to Payee Details and copy all of the account information from the

> > Payee whose name you want to change.
> > > 3) Go to the Payee Details of the Payee you want to change. There will

> > be a list of all payments made to that payee. One at a time, go to each
> > transaction and edit it to change the Payee from the original name to the
> > new name). Once you get in the groove, it won't take to long to
> > complete.
> > > 4) When the transaction box is empty, return to the main Payee list.

> > Highlight the original Payee and click on Delete.
> > > 5) Go to your Bill Summary page. Click on the next instance of this

> > bill. Choose Edit: Bill Series. Change the Name in the Pay To box from
> > the original Payee to the new one. The account box will come up with the
> > information you inserted in step 2). Confirm and click OK
> > > It should now work the way you want it.

> > --
> > Peace,
> > BobJ
> > > "Charlie" <cklatzkin[at]NOSPAMcomcast.net> wrote in message

> > news:4dOdnbAg7tZLSGHenZ2dnUVZ_sKdnZ2d[at]comcast.com...
> > > Tried something.
> > > > > Re-entered Verizon {2222} and submitted it. It worked fine. Went back
> > > to the older Verizon {222-2222}, didn't work. Apparently, M2006 didn't
> > > convert this correctly. New entries with { } are working.
> > > > > Now if you can answer this. I have other payees with curly brackets.
> > > How can I edit these? It appears I can edit everything but the name.
> > > > > "Marilyn & Bob" <privacy[at]nospam.please> wrote in message
> > > news:%23AUQQk%23NGHA.2320[at]TK2MSFTNGP11.phx.gbl...
> > > > I tried to set up a payee in M2006 with a duplicate name to test this
> > > > response and Money came back with a message to use curley baces to avoid
> > > > confusion, so I'm surprised that it does not work for you, but in any
> > > > case, I'll tell you how my insurance accounts are set up with identical
> > > > payee names.
> > > > > > > Perhaps someone else with more precise instructions will come along,
> > > > but in the meantime, I'll try to remember what I did to set my
> > > > insurance payments up. I have both Homeowners and Auto insurance with
> > > > State Farm which I pay online through my bank (Chase). I never knew
> > > > about the braces system so I managed to set up these accounts without
> > > > using them. This works in M 2006.
> > > > > > > I simply set up 2 online payees at my bank with the same name and
> > > > address, but different account numbers. In the comments section I put
> > > > in Home or Auto. Now when I want to pay one of those bills, I get a
> > > > dialog box asking me which account I want to pay. I choose the correct
> > > > one. Actually, I think after the first setup, Money associates the bill
> > > > item with the correct account automatically.
> > > > --
> > > > Peace,
> > > > BobJ
> > > > > > > "Charlie" <cklatzkin[at]comcast.net> wrote in message
> > > > news:SIOdnQOoGY0_MGHenZ2dneKdnZydnZ2d[at]comcast.com...
> > > > > I have been using MS Money for over 7 years. I use it to pay bills,
> > > > > track my accounts (both bank and investments), track my loans, and
> > > > > account balancing. Dealt with a few minor problems. But, I recently
> > > > > upgraded from 2005 to 2006. I went to send and pay 2 scheduled bills
> > > > > and they both failed.
> > > > > > > > > In the payee name I have Verizon {111-2222} for the first payee and
> > > > > Verizon {333-4444} for the second. I received an error message
> > > > > stating that: "Unexpected attempt to change payee name". The braces
> > > > > (and contents within them) are not suppose to be transmitted to the
> > > > > bank. Apparently in 2006, they now are being transmitted. When
> > > > > removing the braces and it's contents, the transaction is accepted.
> > > > > > > > > I guess MS removed this feature that has been working for many years.
> > > > > My questions is: Is there a work around? How do other people pay
> > > > > (Epay) a payee with different accounts? (without any identifying info
> > > > > i.e phone number showing on the addressee) And having the ability to
> > > > > determine which payee to use from the Bills Summary page?
> > > > > > > > > > > >

  #7  
Old 02-24-2006, 06:16 PM
Charlie
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts

When I selected "discontinue my online service with my bank", I was able to
edit the payee name. By re-entering the payee name followed by {info}, it
appeared to work, I changed all entries that had curly brackets and then
re-enabled my online services. We'll see what happens next month when I pay
bills again.


"Marilyn & Bob" <privacy[at]nospam.please> wrote in message
news:uv$MB6LOGHA.4052[at]TK2MSFTNGP15.phx.gbl...
- quote -

> You cannot change the name of on line account or Payee. I just did an
> experiment and think that I have a suitable workaround for this.
> First copy your Money data file to another folder in case this suggestion
> doesn't work. Then:
> 1) Go to your Payees Screen, click on New and create a Payee with the
> exact new name (with braces) you want.
> 2) Go to Payee Details and copy all of the account information from the
> Payee whose name you want to change.
> 3) Go to the Payee Details of the Payee you want to change. There will be
> a list of all payments made to that payee. One at a time, go to each
> transaction and edit it to change the Payee from the original name to the
> new name). Once you get in the groove, it won't take to long to complete.
> 4) When the transaction box is empty, return to the main Payee list.
> Highlight the original Payee and click on Delete.
> 5) Go to your Bill Summary page. Click on the next instance of this bill.
> Choose Edit: Bill Series. Change the Name in the Pay To box from the
> original Payee to the new one. The account box will come up with the
> information you inserted in step 2). Confirm and click OK
> It should now work the way you want it.
> --
> Peace,
> BobJ
> "Charlie" <cklatzkin[at]NOSPAMcomcast.net> wrote in message
> news:4dOdnbAg7tZLSGHenZ2dnUVZ_sKdnZ2d[at]comcast.com...
> > Tried something.
> > > Re-entered Verizon {2222} and submitted it. It worked fine. Went back

> > to the older Verizon {222-2222}, didn't work. Apparently, M2006 didn't
> > convert this correctly. New entries with { } are working.
> > > Now if you can answer this. I have other payees with curly brackets.

> > How can I edit these? It appears I can edit everything but the name.
> > > "Marilyn & Bob" <privacy[at]nospam.please> wrote in message

> > news:%23AUQQk%23NGHA.2320[at]TK2MSFTNGP11.phx.gbl...
> > > I tried to set up a payee in M2006 with a duplicate name to test this
> > > response and Money came back with a message to use curley baces to avoid
> > > confusion, so I'm surprised that it does not work for you, but in any
> > > case, I'll tell you how my insurance accounts are set up with identical
> > > payee names.
> > > > > Perhaps someone else with more precise instructions will come along, but
> > > in the meantime, I'll try to remember what I did to set my insurance
> > > payments up. I have both Homeowners and Auto insurance with State Farm
> > > which I pay online through my bank (Chase). I never knew about the
> > > braces system so I managed to set up these accounts without using them.
> > > This works in M 2006.
> > > > > I simply set up 2 online payees at my bank with the same name and
> > > address, but different account numbers. In the comments section I put
> > > in Home or Auto. Now when I want to pay one of those bills, I get a
> > > dialog box asking me which account I want to pay. I choose the correct
> > > one. Actually, I think after the first setup, Money associates the bill
> > > item with the correct account automatically.
> > > --
> > > Peace,
> > > BobJ
> > > > > "Charlie" <cklatzkin[at]comcast.net> wrote in message
> > > news:SIOdnQOoGY0_MGHenZ2dneKdnZydnZ2d[at]comcast.com...
> > > > I have been using MS Money for over 7 years. I use it to pay bills,
> > > > track my accounts (both bank and investments), track my loans, and
> > > > account balancing. Dealt with a few minor problems. But, I recently
> > > > upgraded from 2005 to 2006. I went to send and pay 2 scheduled bills
> > > > and they both failed.
> > > > > > > In the payee name I have Verizon {111-2222} for the first payee and
> > > > Verizon {333-4444} for the second. I received an error message stating
> > > > that: "Unexpected attempt to change payee name". The braces (and
> > > > contents within them) are not suppose to be transmitted to the bank.
> > > > Apparently in 2006, they now are being transmitted. When removing the
> > > > braces and it's contents, the transaction is accepted.
> > > > > > > I guess MS removed this feature that has been working for many years.
> > > > My questions is: Is there a work around? How do other people pay
> > > > (Epay) a payee with different accounts? (without any identifying info
> > > > i.e phone number showing on the addressee) And having the ability to
> > > > determine which payee to use from the Bills Summary page?
> > > > > > >


  #6  
Old 02-24-2006, 06:06 PM
Charlie
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts

When I discontinued my online service with my bank, I was able to edit the
payee name. By re-entering the payee name followed by {info}, it appeared
to work, I changed all entries that had curly brackets and then re-enabled
my online services. We'll see what happens next month when I pay bills
again.


"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:OviePpOOGHA.2884[at]TK2MSFTNGP12.phx.gbl...
- quote -

> > "Charlie" <cklatzkin[at]NOSPAMcomcast.net> wrote in message
> > news:c62dnSmM9atgUWHenZ2dnUVZ_sKdnZ2d[at]comcast.com...
> > > I've seen the dialog box stating to use the curly brackets when the
> > > payee name is the same. And I have been doing that for years, until
> > > M2006. It's broken. It tries to send then curly bracket and is
> > > rejected. MS broke it in M2006.

> I have no problem with curly brackets in payee names, including online
> payees. At least, I'm not aware of it if I do.
> --
> Chris Cowles
> Gainesville, FL



  #5  
Old 02-24-2006, 01:30 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts

- quote -

> "Charlie" <cklatzkin[at]NOSPAMcomcast.net> wrote in message
> news:c62dnSmM9atgUWHenZ2dnUVZ_sKdnZ2d[at]comcast.com...
> > I've seen the dialog box stating to use the curly brackets when the payee
> > name is the same. And I have been doing that for years, until M2006.
> > It's broken. It tries to send then curly bracket and is rejected. MS
> > broke it in M2006.


I have no problem with curly brackets in payee names, including online
payees. At least, I'm not aware of it if I do.
--
Chris Cowles
Gainesville, FL



  #4  
Old 02-23-2006, 08:17 PM
Marilyn & Bob
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts

You cannot change the name of on line account or Payee. I just did an
experiment and think that I have a suitable workaround for this.

First copy your Money data file to another folder in case this suggestion
doesn't work. Then:

1) Go to your Payees Screen, click on New and create a Payee with the exact
new name (with braces) you want.

2) Go to Payee Details and copy all of the account information from the
Payee whose name you want to change.

3) Go to the Payee Details of the Payee you want to change. There will be a
list of all payments made to that payee. One at a time, go to each
transaction and edit it to change the Payee from the original name to the
new name). Once you get in the groove, it won't take to long to complete.

4) When the transaction box is empty, return to the main Payee list.
Highlight the original Payee and click on Delete.

5) Go to your Bill Summary page. Click on the next instance of this bill.
Choose Edit: Bill Series. Change the Name in the Pay To box from the
original Payee to the new one. The account box will come up with the
information you inserted in step 2). Confirm and click OK

It should now work the way you want it.
--
Peace,
BobJ

"Charlie" <cklatzkin[at]NOSPAMcomcast.net> wrote in message
news:4dOdnbAg7tZLSGHenZ2dnUVZ_sKdnZ2d[at]comcast.com...
- quote -

> Tried something.
> Re-entered Verizon {2222} and submitted it. It worked fine. Went back to
> the older Verizon {222-2222}, didn't work. Apparently, M2006 didn't
> convert this correctly. New entries with { } are working.
> Now if you can answer this. I have other payees with curly brackets. How
> can I edit these? It appears I can edit everything but the name.
> "Marilyn & Bob" <privacy[at]nospam.please> wrote in message
> news:%23AUQQk%23NGHA.2320[at]TK2MSFTNGP11.phx.gbl...
> > I tried to set up a payee in M2006 with a duplicate name to test this
> > response and Money came back with a message to use curley baces to avoid
> > confusion, so I'm surprised that it does not work for you, but in any
> > case, I'll tell you how my insurance accounts are set up with identical
> > payee names.
> > > Perhaps someone else with more precise instructions will come along, but

> > in the meantime, I'll try to remember what I did to set my insurance
> > payments up. I have both Homeowners and Auto insurance with State Farm
> > which I pay online through my bank (Chase). I never knew about the
> > braces system so I managed to set up these accounts without using them.
> > This works in M 2006.
> > > I simply set up 2 online payees at my bank with the same name and

> > address, but different account numbers. In the comments section I put in
> > Home or Auto. Now when I want to pay one of those bills, I get a dialog
> > box asking me which account I want to pay. I choose the correct one.
> > Actually, I think after the first setup, Money associates the bill item
> > with the correct account automatically.
> > --
> > Peace,
> > BobJ
> > > "Charlie" <cklatzkin[at]comcast.net> wrote in message

> > news:SIOdnQOoGY0_MGHenZ2dneKdnZydnZ2d[at]comcast.com...
> > > I have been using MS Money for over 7 years. I use it to pay bills,
> > > track my accounts (both bank and investments), track my loans, and
> > > account balancing. Dealt with a few minor problems. But, I recently
> > > upgraded from 2005 to 2006. I went to send and pay 2 scheduled bills and
> > > they both failed.
> > > > > In the payee name I have Verizon {111-2222} for the first payee and
> > > Verizon {333-4444} for the second. I received an error message stating
> > > that: "Unexpected attempt to change payee name". The braces (and
> > > contents within them) are not suppose to be transmitted to the bank.
> > > Apparently in 2006, they now are being transmitted. When removing the
> > > braces and it's contents, the transaction is accepted.
> > > > > I guess MS removed this feature that has been working for many years.
> > > My questions is: Is there a work around? How do other people pay (Epay)
> > > a payee with different accounts? (without any identifying info i.e
> > > phone number showing on the addressee) And having the ability to
> > > determine which payee to use from the Bills Summary page?
> > >

  #3  
Old 02-23-2006, 04:07 AM
Marilyn & Bob
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts


"Charlie" <cklatzkin[at]NOSPAMcomcast.net> wrote in message
news:c62dnSmM9atgUWHenZ2dnUVZ_sKdnZ2d[at]comcast.com...
- quote -

> I've seen the dialog box stating to use the curly brackets when the payee
> name is the same. And I have been doing that for years, until M2006.
> It's broken. It tries to send then curly bracket and is rejected. MS
> broke it in M2006.
> On the Bills Summary page, how do you tell the two apart?


It's easy to tell them apart on the Bill Summary page if you include the
Account Number in the column list.
--
Peace,
BobJ

- quote -

> "Marilyn & Bob" <privacy[at]nospam.please> wrote in message
> news:%23AUQQk%23NGHA.2320[at]TK2MSFTNGP11.phx.gbl...
> > I tried to set up a payee in M2006 with a duplicate name to test this
> > response and Money came back with a message to use curley baces to avoid
> > confusion, so I'm surprised that it does not work for you, but in any
> > case, I'll tell you how my insurance accounts are set up with identical
> > payee names.
> > > Perhaps someone else with more precise instructions will come along, but

> > in the meantime, I'll try to remember what I did to set my insurance
> > payments up. I have both Homeowners and Auto insurance with State Farm
> > which I pay online through my bank (Chase). I never knew about the
> > braces system so I managed to set up these accounts without using them.
> > This works in M 2006.
> > > I simply set up 2 online payees at my bank with the same name and

> > address, but different account numbers. In the comments section I put in
> > Home or Auto. Now when I want to pay one of those bills, I get a dialog
> > box asking me which account I want to pay. I choose the correct one.
> > Actually, I think after the first setup, Money associates the bill item
> > with the correct account automatically.
> > --
> > Peace,
> > BobJ
> > > "Charlie" <cklatzkin[at]comcast.net> wrote in message

> > news:SIOdnQOoGY0_MGHenZ2dneKdnZydnZ2d[at]comcast.com...
> > > I have been using MS Money for over 7 years. I use it to pay bills,
> > > track my accounts (both bank and investments), track my loans, and
> > > account balancing. Dealt with a few minor problems. But, I recently
> > > upgraded from 2005 to 2006. I went to send and pay 2 scheduled bills and
> > > they both failed.
> > > > > In the payee name I have Verizon {111-2222} for the first payee and
> > > Verizon {333-4444} for the second. I received an error message stating
> > > that: "Unexpected attempt to change payee name". The braces (and
> > > contents within them) are not suppose to be transmitted to the bank.
> > > Apparently in 2006, they now are being transmitted. When removing the
> > > braces and it's contents, the transaction is accepted.
> > > > > I guess MS removed this feature that has been working for many years.
> > > My questions is: Is there a work around? How do other people pay (Epay)
> > > a payee with different accounts? (without any identifying info i.e
> > > phone number showing on the addressee) And having the ability to
> > > determine which payee to use from the Bills Summary page?
> > >

  #2  
Old 02-22-2006, 08:21 PM
Charlie
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts

Tried something.

Re-entered Verizon {2222} and submitted it. It worked fine. Went back to
the older Verizon {222-2222}, didn't work. Apparently, M2006 didn't convert
this correctly. New entries with { } are working.

Now if you can answer this. I have other payees with curly brackets. How
can I edit these? It appears I can edit everything but the name.

"Marilyn & Bob" <privacy[at]nospam.please> wrote in message
news:%23AUQQk%23NGHA.2320[at]TK2MSFTNGP11.phx.gbl...
- quote -

> I tried to set up a payee in M2006 with a duplicate name to test this
> response and Money came back with a message to use curley baces to avoid
> confusion, so I'm surprised that it does not work for you, but in any case,
> I'll tell you how my insurance accounts are set up with identical payee
> names.
> Perhaps someone else with more precise instructions will come along, but
> in the meantime, I'll try to remember what I did to set my insurance
> payments up. I have both Homeowners and Auto insurance with State Farm
> which I pay online through my bank (Chase). I never knew about the braces
> system so I managed to set up these accounts without using them. This
> works in M 2006.
> I simply set up 2 online payees at my bank with the same name and address,
> but different account numbers. In the comments section I put in Home or
> Auto. Now when I want to pay one of those bills, I get a dialog box
> asking me which account I want to pay. I choose the correct one.
> Actually, I think after the first setup, Money associates the bill item
> with the correct account automatically.
> --
> Peace,
> BobJ
> "Charlie" <cklatzkin[at]comcast.net> wrote in message
> news:SIOdnQOoGY0_MGHenZ2dneKdnZydnZ2d[at]comcast.com...
> > I have been using MS Money for over 7 years. I use it to pay bills, track
> > my accounts (both bank and investments), track my loans, and account
> > balancing. Dealt with a few minor problems. But, I recently upgraded
> > from 2005 to 2006. I went to send and pay 2 scheduled bills and they both
> > failed.
> > > In the payee name I have Verizon {111-2222} for the first payee and

> > Verizon {333-4444} for the second. I received an error message stating
> > that: "Unexpected attempt to change payee name". The braces (and
> > contents within them) are not suppose to be transmitted to the bank.
> > Apparently in 2006, they now are being transmitted. When removing the
> > braces and it's contents, the transaction is accepted.
> > > I guess MS removed this feature that has been working for many years. My

> > questions is: Is there a work around? How do other people pay (Epay) a
> > payee with different accounts? (without any identifying info i.e phone
> > number showing on the addressee) And having the ability to determine
> > which payee to use from the Bills Summary page?

>


  #1  
Old 02-22-2006, 07:43 PM
Charlie
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts

I've seen the dialog box stating to use the curly brackets when the payee
name is the same. And I have been doing that for years, until M2006. It's
broken. It tries to send then curly bracket and is rejected. MS broke it
in M2006.

On the Bills Summary page, how do you tell the two apart?


"Marilyn & Bob" <privacy[at]nospam.please> wrote in message
news:%23AUQQk%23NGHA.2320[at]TK2MSFTNGP11.phx.gbl...
- quote -

> I tried to set up a payee in M2006 with a duplicate name to test this
> response and Money came back with a message to use curley baces to avoid
> confusion, so I'm surprised that it does not work for you, but in any case,
> I'll tell you how my insurance accounts are set up with identical payee
> names.
> Perhaps someone else with more precise instructions will come along, but
> in the meantime, I'll try to remember what I did to set my insurance
> payments up. I have both Homeowners and Auto insurance with State Farm
> which I pay online through my bank (Chase). I never knew about the braces
> system so I managed to set up these accounts without using them. This
> works in M 2006.
> I simply set up 2 online payees at my bank with the same name and address,
> but different account numbers. In the comments section I put in Home or
> Auto. Now when I want to pay one of those bills, I get a dialog box
> asking me which account I want to pay. I choose the correct one.
> Actually, I think after the first setup, Money associates the bill item
> with the correct account automatically.
> --
> Peace,
> BobJ
> "Charlie" <cklatzkin[at]comcast.net> wrote in message
> news:SIOdnQOoGY0_MGHenZ2dneKdnZydnZ2d[at]comcast.com...
> > I have been using MS Money for over 7 years. I use it to pay bills, track
> > my accounts (both bank and investments), track my loans, and account
> > balancing. Dealt with a few minor problems. But, I recently upgraded
> > from 2005 to 2006. I went to send and pay 2 scheduled bills and they both
> > failed.
> > > In the payee name I have Verizon {111-2222} for the first payee and

> > Verizon {333-4444} for the second. I received an error message stating
> > that: "Unexpected attempt to change payee name". The braces (and
> > contents within them) are not suppose to be transmitted to the bank.
> > Apparently in 2006, they now are being transmitted. When removing the
> > braces and it's contents, the transaction is accepted.
> > > I guess MS removed this feature that has been working for many years. My

> > questions is: Is there a work around? How do other people pay (Epay) a
> > payee with different accounts? (without any identifying info i.e phone
> > number showing on the addressee) And having the ability to determine
> > which payee to use from the Bills Summary page?

>


 
Old 02-22-2006, 06:48 PM
Marilyn & Bob
Guest
 
Posts: n/a
Default Re: Payee with multiple accounts

I tried to set up a payee in M2006 with a duplicate name to test this
response and Money came back with a message to use curley baces to avoid
confusion, so I'm surprised that it does not work for you, but in any case,
I'll tell you how my insurance accounts are set up with identical payee
names.

Perhaps someone else with more precise instructions will come along, but in
the meantime, I'll try to remember what I did to set my insurance payments
up. I have both Homeowners and Auto insurance with State Farm which I pay
online through my bank (Chase). I never knew about the braces system so I
managed to set up these accounts without using them. This works in M 2006.

I simply set up 2 online payees at my bank with the same name and address,
but different account numbers. In the comments section I put in Home or
Auto. Now when I want to pay one of those bills, I get a dialog box asking
me which account I want to pay. I choose the correct one. Actually, I
think after the first setup, Money associates the bill item with the correct
account automatically.
--
Peace,
BobJ

"Charlie" <cklatzkin[at]comcast.net> wrote in message
news:SIOdnQOoGY0_MGHenZ2dneKdnZydnZ2d[at]comcast.com...
- quote -

> I have been using MS Money for over 7 years. I use it to pay bills, track
> my accounts (both bank and investments), track my loans, and account
> balancing. Dealt with a few minor problems. But, I recently upgraded from
> 2005 to 2006. I went to send and pay 2 scheduled bills and they both
> failed.
> In the payee name I have Verizon {111-2222} for the first payee and
> Verizon {333-4444} for the second. I received an error message stating
> that: "Unexpected attempt to change payee name". The braces (and contents
> within them) are not suppose to be transmitted to the bank. Apparently in
> 2006, they now are being transmitted. When removing the braces and it's
> contents, the transaction is accepted.
> I guess MS removed this feature that has been working for many years. My
> questions is: Is there a work around? How do other people pay (Epay) a
> payee with different accounts? (without any identifying info i.e phone
> number showing on the addressee) And having the ability to determine
> which payee to use from the Bills Summary page?


  #-1  
Old 02-22-2006, 05:29 PM
Charlie
Guest
 
Posts: n/a
Default Payee with multiple accounts

I have been using MS Money for over 7 years. I use it to pay bills, track
my accounts (both bank and investments), track my loans, and account
balancing. Dealt with a few minor problems. But, I recently upgraded from
2005 to 2006. I went to send and pay 2 scheduled bills and they both
failed.

In the payee name I have Verizon {111-2222} for the first payee and Verizon
{333-4444} for the second. I received an error message stating that:
"Unexpected attempt to change payee name". The braces (and contents within
them) are not suppose to be transmitted to the bank. Apparently in 2006,
they now are being transmitted. When removing the braces and it's contents,
the transaction is accepted.

I guess MS removed this feature that has been working for many years. My
questions is: Is there a work around? How do other people pay (Epay) a
payee with different accounts? (without any identifying info i.e phone
number showing on the addressee) And having the ability to determine which
payee to use from the Bills Summary page?


 

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accounts, multiple, payee
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