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#1
04-22-2007, 05:17 PM
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 Re: How to part match a payee name to create a rule? In microsoft.public.money, saurabh9 wrote: - quote - > On Apr 22, 2:15 pm, saurabh9 <saura...[at]gmail.com> wrote:
Set> > Hi, > > Every time i do an ATM cash withdrawal, my statement shows the > > transaction, with a suffix of unique date time stamp such as : > > > ATM/CASH WDL/20050218184013/0 > > ATM/CASH WDL/20050402110431/0 > > > etc. > > > Can Money automatically rename them to a consistent Payee name such as > > "ATM Withdrawal" or something, to make my statement look cleaner? > > > I have this problem with some other transactions too, such as online > > bill pay. > Sorry for the accidental repetitive posts, but just wanted to add, > that my query is for Money 2007 home and business edition. Tools-> Settings-> OnlineServices-> ShowStandardizedPayeeNames to combine payees that differ only by a numbers or punctuation. This may work better after you have combined payees from previous downloads. Banking-> AccountTools-> Categories&Payees-> Payees-> 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, purchase, ATM, etc). Add words that are generically added by your bank. In your case, you probably would *not* want to add CASH WDL since you are content to let the payee be something like "ATM cash withdrawal". I also suggest you set Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField to aid you in selecting a Payee. Then the next time that you download such a transaction, make the Payee be "ATM cash withdrawal". Money should catch on for future transactions. |
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04-22-2007, 09:20 AM
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| Re: How to part match a payee name to create a rule? On Apr 22, 2:15 pm, saurabh9 <saura...[at]gmail.com> wrote: - quote - > Hi,
Sorry for the accidental repetitive posts, but just wanted to add,> Every time i do an ATM cash withdrawal, my statement shows the > transaction, with a suffix of unique date time stamp such as : > ATM/CASH WDL/20050218184013/0 > ATM/CASH WDL/20050402110431/0 > etc. > Can Money automatically rename them to a consistent Payee name such as > "ATM Withdrawal" or something, to make my statement look cleaner? > I have this problem with some other transactions too, such as online > bill pay. that my query is for Money 2007 home and business edition. |
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#-1
04-22-2007, 09:15 AM
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| How to part match a payee name to create a rule? Hi, Every time i do an ATM cash withdrawal, my statement shows the transaction, with a suffix of unique date time stamp such as : ATM/CASH WDL/20050218184013/0 ATM/CASH WDL/20050402110431/0 etc. Can Money automatically rename them to a consistent Payee name such as "ATM Withdrawal" or something, to make my statement look cleaner? I have this problem with some other transactions too, such as online bill pay. |
| Tags |
| create, match, part, payee, rule |
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