After posting I updated my Money account and cross-checked against the FI
site (Bank of America). The problem is stranger than I thought as some are
working and others aren't. Here's a selection...

FI: TARGET T0981 C 03/11 #000577577
MN: Target T C
Looks ok, what I'd expect

FI: CHECKCARD 0309 WALDENBOOKS
MN: Checkcard Waldenbooks
Why wasn't "Checkcard" removed by Payee Manager?

FI: CHECKCARD 0308 CHICK-FIL-A #01169
MN: Checkcard Chick Fil A
Why wasn't "Checkcard" removed by Payee Manager?

FI: WALGREEN COMPA 03/10 #000749748
MN: WALGREEN COMPA 02/28 #000162390
What happened here? The ammounts/dates match. "000162390" doesn't exist on
any FI website transactions.

FI: BKOFAMERICA ATM 03/10 #000003090
MN: BKOFAMERICA ATM 01/11 #000002511
Same thing here. Amounts/Dates match. Where did money get "01/11
#000002511" from? Is it matching to some old data? I can't find the string
in Money or on the FI site.

FI: CNS LOWE'S 03/10 #000705409
MN: Cns Lowe S
This behaved as I'd expect.

FI: CHECKCARD 0309 RUSANS KENNESAW
MN: CHECKCARD 0111 RUSANS KENNESAW
What happened here? Checkcard should have been removed and where did 0111
come from?

FI: PUBLIX 03/10 #000001093 PURCHASE
MN: Publix
3/10 removed, ##000001093 removed, and "PURCHASE" a word in the Payee Rules
Manager was removed. Why this and not "CHECKCARD"? Why does this one work
and others above don't?


If you note the WallGreen with 2/28 and the BKOFAMERICA ATM with 01/11 I
checked the register and found transations on those dates for those payees,
but, they were 2006! The payees in these old ones are "cleaned up" but does
Money remember the "downloaded as" field behind the scenes? Why is money
correlating transactions over a year apart and only sometimes? There are
plenty "Targets" in the register so why did the one above from 3/11 process
ok rather than match an old one?

I've already deleted all my Payees to try and rebuild and straighten this
out so why is it doing this? (None kept yet though with each update Money
is automatically adding the "messed up" names and I keep deleteing untill I
can fix the issue.)





"Sam" <sam[at]nospam.com> wrote in message
news:qXyJh.8364$m7.5360[at]bignews5.bellsouth.net...
- quote -

A couple months back the word "Checkcard" started showing up in many of my
bank transactions. By default, it's one of the words in the payee manager
that should be removed before checking for user defined payee names and if
not found shouldn't show up at all in the payee name if using standardized
payees.

My understanding is the process should work like this...
Download transaction
Process with Payee Rules Manager, remove keywords, numbers, symbols to
create "standardized name"
Attempt lookup for payee using standardized name
Display User Payee if found, otherwise display standardized name

From the MS Money 2007 Help on "Show standardized payees"...
----------------------------
When you download transactions, Money standardizes the transaction payee
names before searching for payee name matches. Standardizing removes all
numbers and punctuation, which increases the odds of finding a match. For
example, Grocery Store 123 is standardized to Grocery Store, and AB & C
becomes AB C.
If Money does not find a payee name match after standardizing the downloaded
payee name, you can choose whether to see the standardized name or the
original downloaded name in your account register.
----------------------------

This isn't happening at all for me. I'm getting the exact same full
description for the payee as the FI has on their website.

This problem originally started with my money file on my old PC with Money
2006. In the past month I've gotten a new Vista PC with Money 2007 and it's
still doing it. I've even deleted all my payees and rules and right now and
testing nothing more than trying to get the standardized names to appear in
the register like they once did.

Under Tools, Settings, Online service settings I have...
Checked - "Replace downloaded payee names with user-altered names when
avaliable" (No payees defined at the moment)
Checked - Show standized payee names for which a name match is not found

All I'd like to see a the moment is the standardized payees in the register.
Currently I'm getting numbers, dates, symbols, "ATM", and the dreaded
"Checkcard" in everything downloaded. The workaround I had begun on the old
computer was to add the "Checkcard" version to each payee individually as a
Payee Name Variation, something I shouldn't have to be doing because it's in
the list of words that should be removed in the "Payee Rules Manager".

Any ideas? Thanks.