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#2
11-04-2006, 05:38 PM
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 Re: assign payee In Money 2006 you can find it on the banking tab / Accounts Tools. It is very well hidden. Used to be on the Edit drop down. I find it so hard to find that once I found it I added it as favorite (Bookmark) so I can simply click the tab. Art "Jean-Paul De Winter" <jp.dewinter[at]pandora.be> wrote in message news:2U43h.166391$vG.2485363[at]phobos.telenet-ops.be... - quote - > thanks for the reply, but, where to find "Accounts&Bills" > JP > Cal Learner-- MVP schreef: > > In microsoft.public.money, Jean-Paul De Winter wrote: > > > > When imorting an ofx file from my bank, money automatically assigns a > > > payee. > > > Alas, some aren't correct... > > > How do I change this? > > > Go to > > Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames or > > Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames > > which shows how downloaded names are translated into Payees. > > Record the Payee Name Variation(s) shown for the wrong payee. > > Delete the entries that correspond to the wrong payee. > > > Then click on GoToPayeeRulesManager. Excluded Payee Names > > identifies words and phrases that should be ignored from the payee > > field (e.g., check, deposit). Add each word or phrase that were > > listed as a Payee Name Variation that you recorded. > > > While you are at it, it is usually a good idea to select > > Tools-> Options-> OnlineServices-> ReplacePayeeNames.... > > [M05/6]Tools-> Settings-> OnlineServices-> ReplacePayeeNames.... > > [M07]Tools-> Settings-> OnlineServiceSettings-> ReplacePayeeNames.... > > > You may want to set > > Tools-> Options-> OnlineServices-> AddADescriptionToTheMemoField > > or Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField |
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#1
11-04-2006, 05:22 PM
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| Re: assign payee thanks for the reply, but, where to find "Accounts&Bills" JP Cal Learner-- MVP schreef: - quote - > In microsoft.public.money, Jean-Paul De Winter wrote: > > When imorting an ofx file from my bank, money automatically assigns a payee. > > Alas, some aren't correct... > > How do I change this? > Go to > Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames or > Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames > which shows how downloaded names are translated into Payees. > Record the Payee Name Variation(s) shown for the wrong payee. > Delete the entries that correspond to the wrong payee. > Then click on GoToPayeeRulesManager. Excluded Payee Names > identifies words and phrases that should be ignored from the payee > field (e.g., check, deposit). Add each word or phrase that were > listed as a Payee Name Variation that you recorded. > While you are at it, it is usually a good idea to select > Tools-> Options-> OnlineServices-> ReplacePayeeNames.... > [M05/6]Tools-> Settings-> OnlineServices-> ReplacePayeeNames.... > [M07]Tools-> Settings-> OnlineServiceSettings-> ReplacePayeeNames.... > You may want to set > Tools-> Options-> OnlineServices-> AddADescriptionToTheMemoField > or Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField |
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11-04-2006, 05:06 PM
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| Re: assign payee In microsoft.public.money, Jean-Paul De Winter wrote: - quote - > When imorting an ofx file from my bank, money automatically assigns a payee.
Go to> Alas, some aren't correct... > How do I change this? Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames or Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames which shows how downloaded names are translated into Payees. Record the Payee Name Variation(s) shown for the wrong payee. Delete the entries that correspond to the wrong payee. Then click on GoToPayeeRulesManager. Excluded Payee Names identifies words and phrases that should be ignored from the payee field (e.g., check, deposit). Add each word or phrase that were listed as a Payee Name Variation that you recorded. While you are at it, it is usually a good idea to select Tools-> Options-> OnlineServices-> ReplacePayeeNames.... [M05/6]Tools-> Settings-> OnlineServices-> ReplacePayeeNames.... [M07]Tools-> Settings-> OnlineServiceSettings-> ReplacePayeeNames.... You may want to set Tools-> Options-> OnlineServices-> AddADescriptionToTheMemoField or Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField |
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#-1
11-04-2006, 07:16 AM
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| assign payee Hi, When imorting an ofx file from my bank, money automatically assigns a payee. Alas, some aren't correct... How do I change this? Thanks JP |
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| assign, payee |
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