Cal,

I cleaned it all up and then saw how it got that way. I connected to my
bank and downloaded my checking account.
For all of my autopay accounts ( phone/water/electric) the download
showed as payee = "Pre authorized withdrawal". I changed the bottom one
to be my Electric Dept ( as the comment showed) and the other 2 changed
to payee name = " Electric Dept.". I clicked change and " do not match"
for each, then added " Pre authorized withdrawal" to the EXCLUDE list as
you said and then matched the other two to the appropriate account name.

So a while ago ( I don't know when) one (or all) of them that USED to
show as " Pre-authorized withdrawal " changed to "Pre authorized
withdrawal". I matched it up and since then I was messed up.

Thanks very much for the help as that ( " how did it happen ?" ) has
been something that's been irritating me for months


"- Bobb -" <bobb[at]noemail.123> wrote in message
news:eeOP6FK5GHA.4256[at]TK2MSFTNGP03.phx.gbl...
- quote -

Cal,
Excellent .
Thanks once again for your help in my Money issues.

Bobb

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:ggqrh2drsmt6d26gfiu5q66k5g12loqie0[at]4ax.com...
- quote -

In microsoft.public.money, - Bobb - wrote:

- quote -

Yes.

- quote -

No. Delete any such occurrences that may be there.

- quote -

Yes. That is the way to go. And add "payment" and "NEW JERSEY
PAYMENT", "Pre-authorized withdrawal" and "Check" to the EXCLUDED
NAMES list.


- quote -

Good idea.

- quote -

That's right.

- quote -

Correct.

- quote -

Yes.

- quote -

You got the point.

Also set
Tools-> Options/Settings-> OnlineServices-> ShowStandardizedPayeeNames
if you have not already done so.


Also feel free to delete Payees you don't expect to use again. That
will not change old transactions that already use that payee.

Also consider Move to consolidate payees.

Cal,
I've read this a few times and not sure ...
"> You will want to add "Pre-authorized withdrawal" to the
- quote -

" Pre-authorized withdrawal " to the EXCLUDED NAMES list ? or the
Payee name variation list ?
I'll pick an account - ATT creditcard
Preferred payee name = AT&T Citibank and for
Payee name variation for it lists:

PAYMENT
Payment
Pre-authorized withdrawal
Pre-authorized withdrawal
NEW JERSEY PAYMENT
Pre-authorized withdrawal
Check #145
Pre-authorized withdrawal

So does that mean that whenever Money sees "Pre-authorized withdrawal "
it will translate that to mean that is must be a "AT&T creditcard "
transaction ? I thought that I'd delete everything in that Payee name
variation list so that only "AT&T Citibank" would equal a AT&T Citibank
transaction.
Also, I have "Pre-authorized withdrawal " showing in the Payee name
column as well as "Pre-authorized withdrawal 882" and other numbers - I
thought I'd delete all of those - they aren't payees. I must have
accepted them once and then changed the name in the transaction.

I tried help and reads the words but still " don't get it" . I would
think the VARIATION table would be so that you could have " Gulf Oil"
and "Gulf Service Station" and " Gulf - Boston MA " all equate to Gulf
Oil - " to see it as one account".
"Pre-authorized withdrawal " could be ANYTHING so I thought that I would
NOT want it to be an alias for anything - correct ? Which is why I
thought that it should NOT be listed as either a payee nor a variation,
yet you said that i should ADD it to the variations list ?? Or am I
totally missing the point ?



"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:0kcph2ddsbge3emjk6r489aluguhhd1uat[at]4ax.com...
- quote -

In microsoft.public.money, - Bobb - wrote:

- quote -

It sounds as if you went to Preferred Payee Names. That is where the
aliases (Payee Name Variations) are listed.

You will want to add "Pre-authorized withdrawal" to the
PayeeRulesManager. Click on GoToPayeeRulesManager. Your downloaded
transactions may come with some generic term where the Payee should
be.Excluded Payee Names identifies words and phrases that should be
ignored from the payee field (e.g., check, deposit). Add words
that are generically added by your bank. Unfortunately there are
no wildcards, so check 334, check 335, and check 336 will each be
treated as potential new payee names. You will probably want to set
Tools-> Options/Settings-> OnlineServices-> ShowStandardizedPayeeNames
to combine payees that differ only by a number.

Not only had I not looked at it, I'd never heard of it until now, so I
checked both accounts - found the payee rules mgr and lo and behold, for
Mass Electric, there was an alias and it was "Pre-authorized
withdrawal" - so maybe THAT's why the phone bill matched up. I deleted
the alias and will notice in a few weeks how it goes.

Thanks for the pointers.


"Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message
news:eUXzbcy4GHA.1492[at]TK2MSFTNGP05.phx.gbl...
- quote -

Have you looked at the Payee Rules Manager? I've seen something like this
happen when a downloadable transaction gets matched incorrectly, but still
is accepted. The match will continue unless you remove the alias.

--
Michael Gordon
MVP


"- Bobb -" <bobb[at]noemail.123> wrote in message
news:u7UOMbm4GHA.3396[at]TK2MSFTNGP04.phx.gbl...
- quote -

It looks to me like you may have a Payee rules link between the two payees.

Right-mouse click one of the transactions a choose Go To Payee. Click the Go
To Payee Rules Manager in the Payee details. Then check the Preferred payee
matches to see if Verizon and Mass Electric are set as payee name
variations. If so, remove it from the variation list.

-Mark

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
newsssnh2tos5tsna90a9bljde735h86amohr[at]4ax.com...
- quote -

In microsoft.public.money, - Bobb - wrote:

- quote -

I don't know the solution. I only tried scheduling transactions, and
then matching them, for a while. It seemed easier to just download
without the scheduled transactions. Others do schedule transactions
that they plan to match downloads to, and they should have some
better info on your problem.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:i67lh2tpd80u6tu48naud5m61vha846uoo[at]4ax.com...
- quote -

BOTH - I'll just use 2 accounts as an example: VERIZON (phone) and MASS
ELECTRIC ( electric bill) are setup as monthly utility bills. I connect
to my bank and download/import my data. I look at the info in the review
/ match up screen and for VERIZON it will change the payee name to MASS
ELECTRIC and then change the category from phone TO Electric bill -
offering me to match the VERIZON bill to my scheduled MASS Electric
bill. The downloaded comments still show VERIZON so I know it came in as
VERIZON and was changed by Money. So I have to elect - NO do not check
off my monthly Electric Bill, then change the payee name by selecting
VERIZON from the dropdown and then change the category from the
dropdown. I then have to manually choose that the monthly payment was
made for VERIZON defeating the entire reason for memorizing the
transactions. If I do not accept the new Mass Electric entry for now and
comeback later , it will match the download to that (pending) monthly
bill. So both download entries point to my Electric bill somehow. But
Money knows that VERIZON is phone bill and MASS ELECTRIC is my electric
bill.

=====

If the latter, then Money should be remembering
- quote -

right now and have it associate VERIZON with my phone bill and MASS
ELECTRIC with my electric bill. ( Maybe by me deleting all current
scheduled transactions and entering new scheduled transactions ?)

In microsoft.public.money, - Bobb - wrote:

- quote -

Is it that the Payee is showing wrong, or is it the right Payee with
the wrong category? If the latter, then Money should be remembering
from when you changed the category for that Payee.

If the former, then this may be a case of having to add an Excluded
Payee Name in the Payee Rules Manager. Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit).

This reminded me ...
How do I BREAK that link ?

I download my checking info and some time ago , a few of the names "got
confused" and now whenever I download my info, it has a few associations
wrong for my memorized monthly bills. For instance, the checking
download info says VERIZON (phone) and it changes the info to match my
electric bill. Same thing with a few of my other memorized transactions.
I did delete them all (6) close the program and later recreated them and
the next month - same thing. There's some hook in there that I can't
find, so each month when I download I have to "change them back" to the
correct name and then change the category from phone to electric bill
for example. (because it changed the category when it changed the name).
Any thoughts ? Must I let a few months pass to allow it to "forget" ?
How about me changing the date on the pc to 2007 - would that trick
Money ?





"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:dotgg2pi6rcvfqhrf5qmp3mu5tkpulq1v1[at]4ax.com...
- quote -

In microsoft.public.money, wrh61 wrote:

- quote -

Enter the category first time. Money will generally guess that the
category is the same for that payee the next time.

I suggest you set
Tools-> Options-> OnlineServices-> ShowStandardizedPayeeNames

Money 2004 Delux
I'm new :
I want money to "auto catagorize " my transactions after I set them up after
the first bank statement download. Almost all of my Payees are the same ;
just different amounts each month.
I want to download each time and have them categorize without manual input
Can this be done , and specifically how?