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  #2  
Old 06-03-2006, 04:24 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Payee Aliasing

In microsoft.public.money, Tim wrote:

- quote -

> My checks are downloaded and come across with a payee of FED DEBIT. For some
> reason, Money 2006 insists on aliasing it to the name of one of my payees,
> even though I've removed the alias for the 5th time just now. How do I turn
> aliasing completely off?


What you really want to do is to

Go to
Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames
which shows how downloaded names are translated into Payees.
Record the Payee Name Variation(s) shown for FED DEBIT. Delete
the entries like FED DEBIT.

Then click on GoToPayeeRulesManager. Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit). Add FED DEBIT and any other things
you saw in the PreferredPayeeNames that would be appropriate.

While you are at it, it is usually a good idea to select
Tools-> Settings-> OnlineServices-> ReplacePayeeNames....

- quote -

> It's a great idea, but it was horribly implemented.
> This isn't the only problem with aliasing I have, just the most frequent.
> It aliased a Costco debit card purchase to Cingular, I assume because the
> amount was close to the reoccuring Cingular bill, or they both start with a
> C, or some other such asinine logic. I've used nearly every version of Money
> since 2001, I think, and they just seem to get more and more troublesome.


You may be able to see the problem at PreferredPayeeNames, and take
appropriate action.
  #1  
Old 06-03-2006, 04:10 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Payee Aliasing

"Tim" <Tim[at]discussions.microsoft.com> wrote in message
news:2FE5005A-D818-4C06-BEAF-BE074CD30D2A[at]microsoft.com...
- quote -

> My checks are downloaded and come across with a payee of FED DEBIT. For
> some
> reason, Money 2006 insists on aliasing it to the name of one of my
> payees,
> even though I've removed the alias for the 5th time just now. How do I
> turn
> aliasing completely off?


Payees> Go to Payee Rules Manager> Excluded payee names> Add

The result will be that all downloaded transactions with that payee
description will be blank. If the check already exists in the register and
the check numbers match, Money should match to the existing transaction
number and not revise the payee description.

Check the status of Tools> Settings> Online Service Settings> Replace
downloaded payee names...

If excluding 'FED DEBIT' does not solve the problem, toggle the setting of
the item above.
--
Chris Cowles
Gainesville, FL



 
Old 06-03-2006, 03:39 PM
Tim
Guest
 
Posts: n/a
Default RE: Payee Aliasing

To clarify, it is aliasing ALL my checks to the name on ONE payee.

"Tim" wrote:

- quote -

> My checks are downloaded and come across with a payee of FED DEBIT. For some
> reason, Money 2006 insists on aliasing it to the name of one of my payees,
> even though I've removed the alias for the 5th time just now. How do I turn
> aliasing completely off? It's a great idea, but it was horribly implemented.
> This isn't the only problem with aliasing I have, just the most frequent.
> It aliased a Costco debit card purchase to Cingular, I assume because the
> amount was close to the reoccuring Cingular bill, or they both start with a
> C, or some other such asinine logic. I've used nearly every version of Money
> since 2001, I think, and they just seem to get more and more troublesome.

  #-1  
Old 06-03-2006, 03:37 PM
Tim
Guest
 
Posts: n/a
Default Payee Aliasing

My checks are downloaded and come across with a payee of FED DEBIT. For some
reason, Money 2006 insists on aliasing it to the name of one of my payees,
even though I've removed the alias for the 5th time just now. How do I turn
aliasing completely off? It's a great idea, but it was horribly implemented.
This isn't the only problem with aliasing I have, just the most frequent.
It aliased a Costco debit card purchase to Cingular, I assume because the
amount was close to the reoccuring Cingular bill, or they both start with a
C, or some other such asinine logic. I've used nearly every version of Money
since 2001, I think, and they just seem to get more and more troublesome.
 

Tags
aliasing, payee
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