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#3
06-21-2006, 02:08 AM
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 Re: How to account for random payee suffix Thanks Dick and Cal! I'll go research the PayeeRules now. |
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#2
06-18-2006, 04:51 PM
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| Re: How to account for random payee suffix In microsoft.public.money, saurabh wrote: - quote - > Hi,
It depends. If that date and time are numbers and letters, setting> When i withdraw from ATM, the transaction appears in my statement as > the name of the "Cash WDL", followed by a string of date and time. > Hence the payee name, for Money changes everytime. Same happens in my > local departmental store. Can I teach Money to match a Payee name, say > by a few words in perticular from the full name? Tools-> Settings-> OnlineServices-> ReplacePayeeNames.... should help. You would want to have a payee named "Cash WDL" first. Then "Cash WDL 06/23/06" should match that "Cash WDL" payee. Or perhaps that is not what you want. Suppose you want to ignore Cash WDL in payee names. Then click on GoToPayeeRulesManager. Excluded Payee Names identifies words and phrases that should be ignored from the payee field (e.g., check, deposit). Add Cash WDL. |
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#1
06-18-2006, 12:08 PM
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| Re: How to account for random payee suffix Oh, and make sure you are using Advanced Register. "saurabh" <saurabh9[at]gmail.com> wrote in message news:1150616337.610837.164380[at]u72g2000cwu.googlegroups.com... - quote - > When i withdraw from ATM, the transaction appears in my statement as > the name of the "Cash WDL", followed by a string of date and time. > Hence the payee name, for Money changes everytime. Same happens in my > local departmental store. Can I teach Money to match a Payee name, say > by a few words in perticular from the full name? |
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06-18-2006, 12:00 PM
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| Re: How to account for random payee suffix You don't specify what version, but recent versions include a thing called payee matching that claims to do just what you are asking for--for just this reason. I can't tell you exactly where to look, but searching help for Payee Rules and see where it leads you. The reason I can't tell you where to look is that I do not download transaction data. I avoid all kinds of problems like this. "saurabh" <saurabh9[at]gmail.com> wrote in message news:1150616337.610837.164380[at]u72g2000cwu.googlegroups.com... - quote - > When i withdraw from ATM, the transaction appears in my statement as > the name of the "Cash WDL", followed by a string of date and time. > Hence the payee name, for Money changes everytime. Same happens in my > local departmental store. Can I teach Money to match a Payee name, say > by a few words in perticular from the full name? |
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#-1
06-18-2006, 07:38 AM
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| How to account for random payee suffix Hi, When i withdraw from ATM, the transaction appears in my statement as the name of the "Cash WDL", followed by a string of date and time. Hence the payee name, for Money changes everytime. Same happens in my local departmental store. Can I teach Money to match a Payee name, say by a few words in perticular from the full name? |
| Tags |
| account, payee, random, suffix |
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