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#1
08-14-2006, 08:17 PM
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 Re: Preferred Payee Name Wildcards B of A is a pain syncing via MSN Money. When you change the Standardized Payee Names settings as mentioned, you'll find that Money only brings over a limited amount of characters from the MSN Money description field. Many B of A transactions will come over as blank, as the ignored numbers preceding the text exceed the maximum number of characters. It's a 'catch22' configuration setting. With B of A, the OFX file download from their site is much better than MSN Money sync, transaction matching works very well with their file. Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote: - quote - > In microsoft.public.money, Silbury Hill wrote: > > Bank of America adds a transaction's date to the payee field. For > > instance, a transaction from Donland's on August 8, 2006 will be > > downloaded as "0808 DONLANDS", while a Donland's August 10, 2006 > > transaction will be downloaded as "0810 DONLANDS". Is there a way to > > configure Preferred Payee Names with wildcards so that the date > > portion of the download is ignored and only "Donland's" is entered > > into the register? > Tools-> Options/Settings-> OnlineServices-> ShowStandardizedPayeeNames > [M07]Tools-> Settings-> OnlineServiceSettings-> ShowStandardizedPayeeNames > will cause you to match an existing payee that differ only by a > numbers or punctuation. Click MoreDetails to the right of the > setting for more information. |
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08-14-2006, 02:24 AM
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| Re: Preferred Payee Name Wildcards In microsoft.public.money, Silbury Hill wrote: - quote - > Bank of America adds a transaction's date to the payee field. For
Tools-> Options/Settings-> OnlineServices-> ShowStandardizedPayeeNames> instance, a transaction from Donland's on August 8, 2006 will be > downloaded as "0808 DONLANDS", while a Donland's August 10, 2006 > transaction will be downloaded as "0810 DONLANDS". Is there a way to > configure Preferred Payee Names with wildcards so that the date > portion of the download is ignored and only "Donland's" is entered > into the register? [M07]Tools-> Settings-> OnlineServiceSettings-> ShowStandardizedPayeeNames will cause you to match an existing payee that differ only by a numbers or punctuation. Click MoreDetails to the right of the setting for more information. |
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#-1
08-14-2006, 01:45 AM
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| Preferred Payee Name Wildcards Bank of America adds a transaction's date to the payee field. For instance, a transaction from Donland's on August 8, 2006 will be downloaded as "0808 DONLANDS", while a Donland's August 10, 2006 transaction will be downloaded as "0810 DONLANDS". Is there a way to configure Preferred Payee Names with wildcards so that the date portion of the download is ignored and only "Donland's" is entered into the register? |
| Tags |
| payee, preferred, wildcards |
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