09-07-2007, 03:33 PM
| |||
| |||
 Re: Cleaning Out Preferred Payee Names In microsoft.public.money, MikeV06 wrote: - quote - > My installations of Money 2004 and the one I upgraded to Money 2008 have
Set> gotten rather bloated with Preferred Payee Names. > I can use the Preferred Payees Rules Manager to see them. However, it is > most difficult to delete entries because one can only delete one at a time. > For example, I have tons of entries > Check 1 Payee > Check 2 Payee > Check 1000 Payee > I would like to delete these 1000 entries, but did not want to be forced to > do them one at a time. I would really like to delete them all and start > over. > Is there any more efficient means to clean of the Preferred Payee name > list? > I do have an excluded entry for Check, but that does not seem to make a > difference, I am still getting those entries. > How do I stop something like: > 10 entries in the preferred payee list > Payee name Variation Payee > WAL-MART #5433 WAL-MART #5433 SE2 HOT SPRI > Then > 14 entrees underneath that > Payee name Variation Payee > WAL-MART #5433 SE2 HOT SPRI WAL-MART #5433 SE2 HOT SPRIN > I am obviously not using this feature correctly. > How to clean it out? > How to stop the list from getting bloated again? Tools-> Settings-> OnlineServiceSettings-> ShowStandardizedPayeeNames to combine payees that differ only by a number and/or punctuation. This may work better after you have combined payees from previous downloads. |
|
#-1
09-07-2007, 03:07 PM
| |||
| |||
| Cleaning Out Preferred Payee Names My installations of Money 2004 and the one I upgraded to Money 2008 have gotten rather bloated with Preferred Payee Names. I can use the Preferred Payees Rules Manager to see them. However, it is most difficult to delete entries because one can only delete one at a time. For example, I have tons of entries Check 1 Payee Check 2 Payee Check 1000 Payee I would like to delete these 1000 entries, but did not want to be forced to do them one at a time. I would really like to delete them all and start over. Is there any more efficient means to clean of the Preferred Payee name list? I do have an excluded entry for Check, but that does not seem to make a difference, I am still getting those entries. How do I stop something like: 10 entries in the preferred payee list Payee name Variation Payee WAL-MART #5433 WAL-MART #5433 SE2 HOT SPRI Then 14 entrees underneath that Payee name Variation Payee WAL-MART #5433 SE2 HOT SPRI WAL-MART #5433 SE2 HOT SPRIN I am obviously not using this feature correctly. How to clean it out? How to stop the list from getting bloated again? Thanks, Mike |
| Tags |
| cleaning, names, payee, preferred |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Microsoft Money 2007 Preferred Payee Names Not Working James: Hello, I am using MS Money 2007 Premium. Preferred payee names are not working with downloaded credit card transactions. For example, I have... | Microsoft Money | 1 | 09-22-2006 08:43 AM | |
| Investment names vs. preferred names Mike: You can set preferred names for payees, but in my portfolio, I'd like to name the investments with the real name and not the abbreviated name. ... | Microsoft Money | 6 | 07-05-2006 09:15 PM | |
| Preferred Payee Names and Imported QIFs Robert F.: The bank I use only lets me download a QIF of my checking transaction history. I then import it into Money 2004. My problem is the preferred... | Microsoft Money | 1 | 05-03-2005 01:34 AM | |
| Trying to understand Preferred Names Mark Johnson: I have a gazillion of transactions in the format of the following: HEB #428 10/17 #000784200 PU HEB #428 10/13 #000150600 PU HEB #428 10/08... | Microsoft Money | 1 | 10-29-2004 02:26 PM | |
| Wildcards possible in Preferred Payee Names Matt Fox: My bank now lists all my check card transactions like this: INTERLINK NETWORK TRANS 613 ON 05-12 CUSTOMER 9355148314 PAYMENT TO SAFEWAY STORE 17... | Microsoft Money | 4 | 06-04-2004 08:17 AM | |
| Thread Tools | |
| Display Modes | |
| |
Linear Mode
