In microsoft.public.money, Michael wrote:

- quote -

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 the wrong payee.
Delete the entries that correspond to the wrong payee.

Then click on GoToPayeeRulesManager. Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit as well as POS Sale and DBT Purchase).
Add each word or phrase that was listed as a Payee Name Variation
that you recorded.

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

You will want to set
Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField
That will not cause that memo field to appear as the payee, but it
will cause it to appear as a memo. You will have to select the
payee, but the memo should help.

I'm using Microsoft Money 2006 on Windows XP Home SP2.

When I first started using this program I could update my Credit Union
account directly from Money. For all the transactions involving my
VISA Check card the PAYEE field was filled in with abbreviated
information about the business I had visited. Example would be
"Chevron/Joes" or "SAFEWAY/#1233" or "YUM YUM TERIAKY #4". In
January my Credit Union implemented the secret question login which
effectively disable the ability to get direct updates. Now I log into
my Credit Union online banking service and export the OFX file into
Microsoft Money. That is a minor inconvenience but no big deal. My
problem is now all transactions involving my VISA Check card only say
"POS Sale" or "DBT Purchase" in the PAYEE field. I downloaded an OFX
file and looked at it in Microsoft Word. It appears the information
which used to fall into the PAYEE field is actually in the MEMO field
in the OFX. Is there anyway to tell Microsoft Money to see this data
as the PAYEE again? It would save me countless time fat fingering the
information into the PAYEE field.

Another minor but quite irritating problem is every transaction that
imports into Microsoft Money from my Credit Union with the PAYEE of
POS Sale also wants to be a "split" transaction with amounts pre
filled in to Categories and a "SEE WARNINGS" alert telling me the
split transaction doesn't correctly match the total. Is there any way
to get Money to forget these previous transactions and quit trying to
pre-fill in my Category and Amounts?

Thanks,
Michael