"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:1fc402t9s9krsrru05fd59dkr5fejs94nl[at]4ax.com...
- quote -

I agree but, depending on how many different payees you start with, and how
many you consolidate to, one method may be easier than the other. Either
way, it's really not that much work.
--
Chris Cowles
Gainesville, FL

In microsoft.public.money, Chris Cowles wrote:

- quote -

I am thinking that if you use Move, that will both change the payee
of the transactions and delete the payee.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:ah34029f2uvgjq4p9d0t3jkmgdqueo7fkb[at]4ax.com...
- quote -

It's also a good idea to review that list from time to time, to make sure
nothing undesirable got into it unintentionally.
--
Chris Cowles
Gainesville, FL

"mrclark62000" <mrclark62000[at]discussions.microsoft.com> wrote in message
news:800279FB-3294-4F85-9137-9537612E1B51[at]microsoft.com...
- quote -

You have to delete each payee individually, but the move process can be
simplified as below:

Use Tools> Find and Replace. Select Advanced Search. Click the Payees tab
and select all iterations of the payee that you want to consolidate. Click
Next. Click Replace. "Replace all the transactions found" with the desired
payee.

Go to payee list. Click on undesired payee, press Delete key or Alt-L, or
click Delete button. Click Yes or Alt-Y. Work your way through the list.
--
Chris Cowles
Gainesville, FL

Thanks for both of your suggestions--I'll give them a try!

I thought that a bulk move of payees seemed like it would be an intuitive
feature, but I guess not. You're right--it probably won't take too long for
me to move payees one by one. I suppose I've just gotten used to "drag and
drop" functionality in so many other programs.

Thanks again!

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Cal Learner-- MVP wrote:

- quote -

Actually, the thing that is going to help in the future would be to
change the Payee before accepting the transactions. That would
populate the PreferredPayeeNames list.

In microsoft.public.money, mrclark62000 wrote:

- quote -

No.

- quote -

I expect it would take about ten minutes. How long do you think it
would take?

After you do it, or even if you choose not to, I suggest you go to
Tools-> Settings-> OnlineServiceSetting, and select
ShowStandardizedPayeeNamesForWhichANameIsNotFound. This should help
for the future.




- quote -

This question is closely related to Mero's inquiry, posted 5/1/2005 at 11:15
AM PST.

Is there any way to do a bulk move of several payees? For example, I have
about 15 different Shell Oil payees in my payee list (eg. Shell Oil Kala,
Shell Oil E Lans, Shell Oil Chic, etc.). I'd like to be able to just select
them all at the same time (eg. with ctrl/shift + mouse click) and move them
into a single payee that I named Shell Oil. Currently, I only know how to do
these moves one payee at a time, and it is a very labor-intensive process as
this situation exists with a number of other payees.

I use Money 2004 Standard.

Thanks in advance!