"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:lj6k33h8nrq6lem49bmfk2v5o8g9kc62lt[at]4ax.com...
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OK, will do.
Thanks once again Cal.

In microsoft.public.money, - Bobb - wrote:

<snip> 2a. On this one : let me try again (my bad ) and I'll change example
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The next time you get "American Airlines T", change it to "American
Airlines" with the drop-down list before accepting the transaction.
I expect that you would then be able to see an entry in Payee Name
Variations that will make the next occurrence automatic.

comment inline:


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:dgle33ptgg40d3oer3m1d1jpd1f5qffore[at]4ax.com...
- quote -


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2a. On this one : let me try again (my bad ) and I'll change example
since I modified EXXON already.
Payees show -
American Airlines
American Airlines Ma
American Airlines T
AMERICAN AIR

I did as you said in #1 above for the last 3 payees, so now only one
listed - "American Airlines". But when I check the Rules Mgr for
American Airlines, it does NOT show those variations as " Payee Name
Variations". So , for example, next time I buy a ticket and it comes
across as "American Airlines T" , it won't automatically default to "
American Airlines " , right ? Since it's not listed in variation table.
So I DO need to manually add all of the variations to have it do that ?
( Not that I can't - I've already done all the typing here ! - just
trying to learn .)

Thanks once again .

In microsoft.public.money, Cal Learner-- MVP wrote:

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I meant to say was....

What you would want to do is to right-click the Payee and choose
Move. That will remove the Payee you clicked and move all
associated transactions from the selected Payee to the one you
choose.

In microsoft.public.money, - Bobb - wrote:

- quote -

What you would want to do is to right-click the Payee and choose
Move. That will remove the category you clicked and move all
associated transactions from the selected category to the one you
choose.

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If you right-click EXXON and choose Details, click
GoToPayeeRulesManager, you will see the PayeeNameVariation table in
the lower right.

An easy way to do this ?

1. I WOULD like to edit aliases easily - how to do this:
I'd like all gas purchases (EXXON/ HESS/Gulf/Valero etc ) to match to "
Exxon" .
On the Payee Rules Mgr screen I'd have to - select EXXON - then manually
type all variations. They're all in there - on the preferred names
screen - let me just pick 'em. Is that on another screen somewhere ? Or
do I have to go to each current name and add EXXON as a variation -
deleting all others ? ( want to do similar for other groups too so
that's why asking if simple way to do it)

The payee rules screen is not user friendly - have to choose each one on
left , then next one, then next one. Can I see the aliases all at once ?
" So that I could see all of the accounts that HAVE EXXON as a
variation? And the " setup Preferred payee names screen" won't get these
names that I catch/change - since they aren't IN my register any longer.

2. Is this a setting WE can choose in setup somewhere ?
( "Purchase" is excluded from Autofill)
My bank charge card download shows first line entry as PURCHASE and the
second line contains
" # 5200 THE HOME DEPOT " etc. On charge purchases, I have to go in and
fill in the company name.( or select from drop down) Any way to have
Money look at the SECOND line for an alias/ variation to match them
using autofill. It seems so simple for them to read THAT info, "
purchase" and autofill. ( that's all I do)

3. How do you get around this ? Just keep up with aliases ?

On the other hand everytime I download my checking info, it confuses my
automatically paid bills ( that show as something like " Payment
Transfer"). so it will want to match my ... electric bill to my phone
bill. I'll change it to make it correct and then vice versa for bills
next month. I think I got all the variations of "Payment Transfer" for
now - but as the payees change the description, I get reappearing "
incorrect matches" that if I didn't notice would get both accounts out
of whack.
How do you get around this ?

Also for " Withdrawal from ATM ". If one month I use an ATM for my
checking card and another month use ATM for different card - it
autofills. So if not careful could take $100 out of checking account at
bank A and it "matches" to your Mastercard instead. ( if that was last
'withdrawal'). I have deleted the alias or have it ignored - next time I
download ( or from another bank) - their name for it is a bit different
and another " withdrawal "name for it. So now a cash withdrawal from ATM
wants to autofill using ' whatever the last bank was". It doesn't show
the bank on my screen and I have to go to the online bank's download
screen to see - did I withdraw cash advance from bank A ? ( so cash
from Bank of A's checking account wants to autofill in my Chase cash
account for example.)

Thanks