"Garry" <opensecret[at]backpacker.com> wrote in message
news:1147096235.233609.214260[at]i40g2000cwc.googlegroups.com...
- quote -

If you ever accepted a match that Money made on the basis of amount, or
used the menu option to 'accept all transactions', Money automatically
records the payee association.
--
Chris Cowles
Gainesville, FL

Thanks for the quick reply. When I went into
Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames,
all the errors I ran into yesterday were there, along with several
other weird translations. I'll probably never know how those got
there, but I deleted them, and also unchecked "replace payee names."

I won't know until I use it for a while, but I'm guessing this will fix
it. I suppose it's a good sign that I've been using Money for years
without ever getting that deep in the banking menu tree.

In microsoft.public.money, Garry wrote:

- quote -


Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames
shows how downloaded names are translated into Payees. Delete any
variations that should not be made.

Tools-> Options/Settings-> OnlineServices-> ReplacePayeeNames...
enables replacement of payees with names you have used.

Also click on GoToPayeeRulesManager. Your downloaded transactions
may come with some generic term where the Payee should be.
Excluded Payee Names identifies words and phrases that should be
ignored from the payee field (e.g., check, deposit). Add words
that are generically added by your bank. Unfortunately there are
no wildcards, so check 334, check 335, and check 336 will each be
treated as potential new payee names. Set
Tools-> Options/Settings-> OnlineServices-> ShowStandardizedPayeeNames
to combine payees that differ only by a number. This may work
better after you have combined payees from previous downloads.

In Money 06, I find that some transactions imported into my checking
account from Paytrust as ofx files get "aliased" into completely
unrelated transactions -- for example, a payment to Jeff the lawn guy
gets ïmported as a payment to Greg the occasional housesitter. The
data looks to be correct in the ofx file, so the issue seems to be at
the receiving end. The payees, and categories are unrelated, and it
doesn't seem to be a case of similar payment amounts.

Tonight, when I downloaded 4 transactions, half were right, and half
were wrong. I can manually change things back, but I wonder if there
is anything I could do in Money that might fix this?