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| In microsoft.public.money, Stephen Arnold wrote: - quote - > Help.
Here is something that may 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. 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. |
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| 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 |
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