Re: Downloading Payee names to Check Register

01-07-2007, 05:11 PM

I think I am set, thank you so much for your help.
Bob

- quote -

> In microsoft.public.money, Boblink wrote:
> > Hi, when I update (download) checks to my checking account, the checks
> > that appear on the check register do not change, they are downlaoded with the
> > same Payee Name as the last payee that was downlaoded.
> > For example, assuming that I write a checkto xyz Company for $20 and
> > performed a download, the check register would download xyz Company - $20.
> > Then assume that I write a (new) check to abc Company for $50, zzz Company
> > for $10 and yyy Company for $3, when I dowwnload these checks into my check
> > registry, they ALL show up as xyz Company.
> > The first check would appear as xyz Company - $50 (instead of abc Company),
> > the second check would appear as xyz Company - $10 (instead of zzz Company)
> > and the last check would appear as xyz Company $3 (instead of yyy Company).
> > It appears that the latest check that is downloaded to the check register
> > has the SAME Payee Name as the last check that was downloaded.
> > I assume that something is probably screwed up with the algoritum fomula
> > that is used by MSMoney and would appreciate your help.
> > Also, since I have been using (different versions of) MSMoney for many many
> > years, I wouldn't mind ERASING all the Payee Nmaes that I have accumulated
> > and starting from scratch (assuming that it's possible)?
> > Thanks, Bob
> OK. From the top: Go to
> Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames
> which shows how downloaded names are translated into Payees.
> Record the Payee Name Variation(s) shown for xyz Company. Delete
> the entries that are not necessarily xyz Company.
> 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. The point is
> that you will then not have "POS Transaction" or such things, turn
> into the last payee that you replaced "POS Transaction" with.
> While you are at it, it is usually a good idea to select
> Tools-> Settings-> OnlineServices-> ReplacePayeeNames....
> You may want to set
> Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField

#-1 01-07-2007, 03:22 PM

In microsoft.public.money, Boblink wrote:

- quote -

> Hi, when I update (download) checks to my checking account, the checks
> that appear on the check register do not change, they are downlaoded with the
> same Payee Name as the last payee that was downlaoded.
> For example, assuming that I write a checkto xyz Company for $20 and
> performed a download, the check register would download xyz Company - $20.
> Then assume that I write a (new) check to abc Company for $50, zzz Company
> for $10 and yyy Company for $3, when I dowwnload these checks into my check
> registry, they ALL show up as xyz Company.
> The first check would appear as xyz Company - $50 (instead of abc Company),
> the second check would appear as xyz Company - $10 (instead of zzz Company)
> and the last check would appear as xyz Company $3 (instead of yyy Company).
> It appears that the latest check that is downloaded to the check register
> has the SAME Payee Name as the last check that was downloaded.
> I assume that something is probably screwed up with the algoritum fomula
> that is used by MSMoney and would appreciate your help.
> Also, since I have been using (different versions of) MSMoney for many many
> years, I wouldn't mind ERASING all the Payee Nmaes that I have accumulated
> and starting from scratch (assuming that it's possible)?
> Thanks, Bob

OK. From the top: Go to
Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames
which shows how downloaded names are translated into Payees.
Record the Payee Name Variation(s) shown for xyz Company. Delete
the entries that are not necessarily xyz Company.

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. The point is
that you will then not have "POS Transaction" or such things, turn
into the last payee that you replaced "POS Transaction" with.

While you are at it, it is usually a good idea to select
Tools-> Settings-> OnlineServices-> ReplacePayeeNames....

You may want to set
Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField

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