- quote -


Are you entering transactions into Money manually, and then letting
Money match the downloaded bank transactions to those manual entries?
Or are you not entering anything by hand and just having Money enter
them for you?

If you are doing the former you shouldn't have this problem, as long as
the "Replace downloaded payee names with user-altered names when
available" is enabled in the Online Service Settings.

Not sure if you can avoid this if you're doing the latter... as I always
enter transactions by hand and use the bank downloads to match what I've
already entered.

-Rod

In microsoft.public.money, Kurt wrote:

- quote -

My hope is that if you Move each of these Payees to a payee called
"Wal-Mart Super", that subsequent downloads would match to the
"Wal-Mart Super" if
Tools-> Settings-> OnlineServiceSettings-> ShowStandardizedPayeeNames
was set.

I just checked my Money 2007 install and found that the
Tools-> Settings-> OnlineServiceSettings-> ShowStandardizedPayeeNames
setting had been cleared somehow. I suggest you check to make sure
yours didn't get cleared/un-ticked.


- quote -

Wouldn't that be nice.

Usually in that case, I rename the payee on one of the transactions, it asks
me if I want to apply it to all and I answer yes. In this case, hopefully,
you only need to do it three times, one for each unique Wal-Mart payee.

"Kurt" <Kurt[at]discussions.microsoft.com> wrote in message
news:5A1685CE-9BA9-45DA-A89D-C469FA4D0C6B[at]microsoft.com...
- quote -

Cal,

Thank you so much for responding. The problem is that my bank includes the
date and transaction number for each transaction so my payees look something
like this...

Wal-Mart Super 04/01 #000300660
Wal-Mart Super 04/16 #002345324
Wal-Mart Super 05/03 #005485733

Three different payees are created for these entries. How can I use Money
2007 to standardize these so I can just rename them all as "Wal-Mart"? I was
hoping that by selecting "Show standardized payee names for which a name
match is not found," I could accomplish this and that the only thing that
would come across is "Wal-Mart Super", and then the renaming would change it
to "Wal-Mart", but as I've explained, it is not doing that.

Any idea why Money 2007 is failing to strip the date and trans # off of the
end of my payees even with this option selected?

Thanks in Advance!

Kurt

ps. See how much easier it would have been to just set a renaming rule that
says Wal-Mart* = rename to "Wal-Mart" : )






"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Kurt wrote:

- quote -


I would first use Banking-> AccountTools-> Categories&Payees-> Payees ;
select a payee with those numbers and special characters and use
Move to combine payees into a payee with the right name but without
the numbers and special characters. Then lets hope the matching is
as it should be. Let us know how that works.

I can't believe that Money 2007 still does not include the ability to use
wildcards for renaming payees! Anyway, I'm trying to do things the
Microsoft way and they are not working. I selected "Show standardized payee
names for which a name match is not found," but all of the payee names in my
register are still showing up with numbers and special characters.

Does anyone have any advice on how to fix this?

Thx!

Kurt