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#1
09-04-2007, 07:10 PM
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 Re: Ignore word in downloaded transactions Thank you On Sun, 02 Sep 2007 09:00:28 -0500, Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote: - quote - > In microsoft.public.money, paul01463 wrote: > > In Money 2008, is there a setting that will cause "Checkcard" to be > > automatically removed from every downloaded transaction? For > > example, "Checkcard Starbucks" automatically changed to "Starbucks". > Go to > Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames > which shows how downloaded names are translated into Payees. Note > the Payee Name Variation(s) shown for Checkcard Starbucks. Delete > the entries for Checkcard Starbucks. > Then click on GoToPayeeRulesManager. Excluded Payee Names > identifies words and phrases that should be ignored from the payee > field (e.g., check, deposit). Add Checkcard and any others you > might want. > While you are at it, it is usually a good idea to select > Tools-> Settings-> OnlineServices-> ReplacePayeeNames.... > You may want to set > Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField. |
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09-02-2007, 02:00 PM
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| Re: Ignore word in downloaded transactions In microsoft.public.money, paul01463 wrote: - quote - > In Money 2008, is there a setting that will cause "Checkcard" to be
Go to> automatically removed from every downloaded transaction? For > example, "Checkcard Starbucks" automatically changed to "Starbucks". Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames which shows how downloaded names are translated into Payees. Note the Payee Name Variation(s) shown for Checkcard Starbucks. Delete the entries for Checkcard Starbucks. Then click on GoToPayeeRulesManager. Excluded Payee Names identifies words and phrases that should be ignored from the payee field (e.g., check, deposit). Add Checkcard and any others you might want. While you are at it, it is usually a good idea to select Tools-> Settings-> OnlineServices-> ReplacePayeeNames.... You may want to set Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField. |
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#-1
09-02-2007, 01:27 PM
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| Ignore word in downloaded transactions In Money 2008, is there a setting that will cause "Checkcard" to be automatically removed from every downloaded transaction? For example, "Checkcard Starbucks" automatically changed to "Starbucks". |
| Tags |
| downloaded, ignore, transactions, word |
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