Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 07-05-2006, 10:52 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Generic prefixes on downloaded transactions

In microsoft.public.money, Stephen Arnold wrote:

- quote -

> Help.
> I really want to use MS Money because it allows for electronic downloads
> from my bank. Quicken does not at this time. My issue is that I have a
> regster full of items that look like duplicate entries.
> Example:
> The downloaded transactions apear like below.
> VISA CHECK CARD PURCHASE-TERM#
> or
> C-PAY BILL PAYMENT-TERM# C-PAY C
> When they should read like below.
> VISA CHECK CARD PURCHASE-TERM# 07104708 BOJANGLES FAMOUS CHICKEGARNER
> or
> C-PAY BILL PAYMENT-TERM# C-PAY C-PAY DIRECTV CHANTILLY VA
> As you can see the prefix of "VISA CHECK CARD PURCHASE-TERM#" is totally
> redundant and not needed. In actuallity if I use the Payeerules manager to
> automatically rename one of the tranactions it renames them all because they
> are all read as"VISA CHECK CARD PURCHASE-TERM#".
> I thought that from reading through the posts on this newsgroup and through
> the basic instructions provided with the Money 2006 trial that I could use
> the "excluded Payee Names" funtion to have Money ignore the prefix of "VISA
> CHECK CARD PURCHASE-TERM#" and enter a transaction that only showed "07104708
> BOJANGLES FAMOUS CHICKEGARNER" which is the actual place of the transaction.


Here is something that may help:
Tools-> Settings-> OnlineServiceSetting check
ShowStandardizedPayeeNamesForWhichANameIsNotFound. Try clicking
MoreDetails to the right of that selection for a description of
what it should do.


If your have Payees such as "Tenth Bank $12.34 05/05/05", change at
least one of these to "Tenth Bank". That way there will be a payee
that matches except for numbers and punctuation.

Also, you can change the payee for such transactions with a
Tools-> FindAndReplace simple search, and change them all to the
same payee. While the payees that you changed will not now show a
date for LastPaid in Banking-> AccountTools-> Categories&Payees, it
still showed up in the drop-down Payee list when I tried it.
Eventually it should go off of the list thru disuse.
  #-1  
Old 07-05-2006, 10:33 PM
Stephen Arnold
Guest
 
Posts: n/a
Default Generic prefixes on downloaded transactions

Help.

I really want to use MS Money because it allows for electronic downloads
from my bank. Quicken does not at this time. My issue is that I have a
regster full of items that look like duplicate entries.

Example:

The downloaded transactions apear like below.

VISA CHECK CARD PURCHASE-TERM#

or

C-PAY BILL PAYMENT-TERM# C-PAY C

When they should read like below.

VISA CHECK CARD PURCHASE-TERM# 07104708 BOJANGLES FAMOUS CHICKEGARNER

or

C-PAY BILL PAYMENT-TERM# C-PAY C-PAY DIRECTV CHANTILLY VA

As you can see the prefix of "VISA CHECK CARD PURCHASE-TERM#" is totally
redundant and not needed. In actuallity if I use the Payeerules manager to
automatically rename one of the tranactions it renames them all because they
are all read as"VISA CHECK CARD PURCHASE-TERM#".

I thought that from reading through the posts on this newsgroup and through
the basic instructions provided with the Money 2006 trial that I could use
the "excluded Payee Names" funtion to have Money ignore the prefix of "VISA
CHECK CARD PURCHASE-TERM#" and enter a transaction that only showed "07104708
BOJANGLES FAMOUS CHICKEGARNER" which is the actual place of the transaction.

Any help would be greatly appreciated.

Thanks!!!
 

Tags
downloaded, generic, prefixes, transactions
Similar Threads
Thread Forum Replies Last Post
Downloaded Transactions
JamesJ: Hi. Using Money 2006 Standard. When I do Online Updates how do I find out if new transactions have been downloaded without opening an account? ...
Microsoft Money 2 04-23-2006 08:50 PM
Can't get at downloaded transactions
Ken: While Money was going through it's online update I also was in the process of requesting a download of transactions from a bank which uses web...
Microsoft Money 1 02-03-2004 01:35 AM
Is there a generic password
kthijssen: I upgraded the trial version from 98 to 2004. When it was close to the end of the trial I chose to go back to my older version and when I want to...
Microsoft Money 1 01-07-2004 09:33 AM
Printing Checks to Generic Printer / Test File
Money: I am trying to convert to Money from Quicken. I use special software to printer my checks. I Quicken I could print my checks to a generic Test...
Microsoft Money 5 09-22-2003 12:37 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 08:13 PM.