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Old 11-27-2006, 11:19 PM
Art McClinton
Guest
 
Posts: n/a
Default Re: Money 2007 Online Update Payee incorrect

Money does have the ability to ignore words in the download. Look at "Payee
Rules Manager" and add the phrase that you want excluded from the payee.

Art

"Marilyn & Bob" <Privacy[at]nospam.please> wrote in message
news:OFCTjAkEHHA.4808[at]TK2MSFTNGP03.phx.gbl...
- quote -

> This is how your bank has decided to code the download. Money just puts
> in what the bank tells them. You can manually change the payee (and
> category) each time or find a different bank.
> --
> Peace,
> BobJ
> "ron" <ron[at]discussions.microsoft.com> wrote in message
> newsD6B7E68-C93D-42AB-B41C-00E23A8E0394[at]microsoft.com...
> > Help is needed. I have everything setup correctly to pull down the
> > transactions from my bank, which works fine. The problem is how Money
> > 2007
> > associates with the Payee. Please see the example: This is what I get
> > for
> > most of my Pay to: DEBIT CARD PURCHASE MERCHANT PUR, but in the Memo I
> > get
> > DEBIT CARD PURCHASE MERCHANT PURCHASE TERMINAL 55547516 PAPA JOHNS 718
> > NOTTINGHA MD. What I need is the "PAPA JOHNS" as the Pay to: If I
> > continue
> > with "DEBIT CARD PURCHASE MERCHANT PUR" I don't get the correct
> > categories as
> > I need because every transaction matched "DEBIT CARD PURCHASE MERCHANT
> > PUR".
> > Is there any way to get the correct "Pay to:"? Also, when I use a .ofx
> > file
> > I get the same results most of the time, but the <Name> tag has what I
> > need.
> > Please help as I want to get this resolved.



 
Old 11-27-2006, 03:21 PM
Marilyn & Bob
Guest
 
Posts: n/a
Default Re: Money 2007 Online Update Payee incorrect

This is how your bank has decided to code the download. Money just puts in
what the bank tells them. You can manually change the payee (and category)
each time or find a different bank.
--
Peace,
BobJ

"ron" <ron[at]discussions.microsoft.com> wrote in message
newsD6B7E68-C93D-42AB-B41C-00E23A8E0394[at]microsoft.com...
- quote -

> Help is needed. I have everything setup correctly to pull down the
> transactions from my bank, which works fine. The problem is how Money
> 2007
> associates with the Payee. Please see the example: This is what I get
> for
> most of my Pay to: DEBIT CARD PURCHASE MERCHANT PUR, but in the Memo I
> get
> DEBIT CARD PURCHASE MERCHANT PURCHASE TERMINAL 55547516 PAPA JOHNS 718
> NOTTINGHA MD. What I need is the "PAPA JOHNS" as the Pay to: If I
> continue
> with "DEBIT CARD PURCHASE MERCHANT PUR" I don't get the correct categories
> as
> I need because every transaction matched "DEBIT CARD PURCHASE MERCHANT
> PUR".
> Is there any way to get the correct "Pay to:"? Also, when I use a .ofx
> file
> I get the same results most of the time, but the <Name> tag has what I
> need.
> Please help as I want to get this resolved.



  #-1  
Old 11-27-2006, 03:02 AM
ron
Guest
 
Posts: n/a
Default Money 2007 Online Update Payee incorrect

Help is needed. I have everything setup correctly to pull down the
transactions from my bank, which works fine. The problem is how Money 2007
associates with the Payee. Please see the example: This is what I get for
most of my Pay to: DEBIT CARD PURCHASE MERCHANT PUR, but in the Memo I get
DEBIT CARD PURCHASE MERCHANT PURCHASE TERMINAL 55547516 PAPA JOHNS 718
NOTTINGHA MD. What I need is the "PAPA JOHNS" as the Pay to: If I continue
with "DEBIT CARD PURCHASE MERCHANT PUR" I don't get the correct categories as
I need because every transaction matched "DEBIT CARD PURCHASE MERCHANT PUR".
Is there any way to get the correct "Pay to:"? Also, when I use a .ofx file
I get the same results most of the time, but the <Name> tag has what I need.
Please help as I want to get this resolved.
 

Tags
2007, incorrect, money, online, payee, update
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