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#1
01-12-2007, 06:11 PM
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 Re: Clean up payee list ? In microsoft.public.money, Adonis wrote: - quote - > How can I merge dozens of multiple downloaded payees and prevent this in the
To reduce the number of existing payees, go to> future ? Thank You [M04]Accounts&Bills-> Categories&Payees-> Payees [M05]Banking-> AccountTools-> Categories&Payees-> Payees ; select a payee and use Move to combine payees. This is better in most cases than Delete. Advanced Find&Replace may also be more useful in consolidating large numbers of similar payees. Tools-> Options/Settings-> OnlineServices-> ReplacePayeeNames... enables replacement of payees with names you have used. [M04]Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames [M05]Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames shows how downloaded names are translated into Payees. Also 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. Set Tools-> Options/Settings-> OnlineServices-> ShowStandardizedPayeeNames [M07]Tools-> Settings-> OnlineServiceSettings-> ShowStandardizedPayeeNames to combine payees that differ only by a number. This may work better after you have combined payees from previous downloads. http://support.microsoft.com/default...41&Product=mny addresses payee match problems. |
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01-12-2007, 02:23 PM
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| Re: Clean up payee list ? On 2007-01-12, Adonis <abc[at]verizon.net> wrote: - quote - > How can I merge dozens of multiple downloaded payees and prevent this in the
Well if you're only at dozens, you're in pretty good shape.> future ? Thank You You should be able to go to the Payees listing and one by one, move the duplicates into the one that you want to use. I have roughly 1800 payees in my list, many of which are duplicates. My strategy is to ignore it. I've done what you're trying to do before and I gained no appreciable improvment in performance or file size. $.02 |
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#-1
01-12-2007, 01:40 PM
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| Clean up payee list ? How can I merge dozens of multiple downloaded payees and prevent this in the future ? Thank You |
| Tags |
| clean, list, payee |
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