That only works when money has matched the transaction. If money misses a
match, how can I say "you should have matched this one and that one". Moeny
isn't making a match that it should make.

"Marilyn & Bob" wrote:

- quote -

In microsoft.public.money, Thinker wrote:

- quote -

One thing you will probably want to do is to add "Electronic Payment
Credit Card" to your Payee Rules Manager.

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 "Electronic Payment
Credit Card". Delete the entries that reference
"Electronic Payment Credit Card". Do the same for other such
"payees".

Then click on GoToPayeeRulesManager. Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit). 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 may want to set
Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField

"Thinker" <Thinker[at]discussions.microsoft.com> wrote in message
news:958F529C-6B76-4B74-9776-C79E0F0AB878[at]microsoft.com...
- quote -


It will prompt you when it comes to the checking account, if you have that
payee in your automatic bills.

Yes,
Click on Change, the Select I want to match with another transaction.
Uncheck the wrong one, check the correct one.
--
Peace,
BobJ

"Thinker" <Thinker[at]discussions.microsoft.com> wrote in message
news:976D0588-7F08-4AA9-86E9-98A530DF997D[at]microsoft.com...
- quote -

Is there a way I can manually match transactions (like when Money auto
matches, I have the choice to say "these are not the same")...do I have the
ability to highlight two on a list in a register and say "These two are the
same". That would be very valuable.

"Chris Cowles" wrote:

- quote -

"Thinker" <Thinker[at]discussions.microsoft.com> wrote in message
news:958F529C-6B76-4B74-9776-C79E0F0AB878[at]microsoft.com...
- quote -

If the descriptions are not unique and the amounts not close, there's
not much you can do about it.

No, you are misunderstanding my question. This is not an issue with me
paying the credit card bill. The credit card bill is set up for automatic
payment of 100% of the balance direcly with the bank (Money has nothing to do
with it.) I won't change that. The entry I set up in the Bills area is just
to sync up with the autopay when it arrives. My goal is when a "Electronic
Payment Credit Card" comes in on the 18th, that Money knows this is my
scheduled payment of CC#1. If it comes in on the 5th, it is the regularly
scheduled payment of CC#2.

"Taylor" wrote:

- quote -

"Thinker" <Thinker[at]discussions.microsoft.com> wrote in message
news:686863E2-AE5E-4D79-82DE-4DD10CD1C7F1[at]microsoft.com...
- quote -

You can change the name of the credit cards in the Payees list using the
"{}" keys. These keys show up in Money but are not sent to your bank.

For instance, if I use "Credit Card {A}", "Credit Card {B}", "Credit Card
{C}", and "Credit Card {D}" as the Payee name in Money, Money will use the
full name, ie "Credit Card {A}" in the register.

However, all 4 of the credit cards payee names will be sent as "Credit Card"
to your bank, without the "{}" in it.

So, I have several credit card accounts that all get paid from one checking
account. They all show up in my checking register as "Electronic Payment
Credit Card". No last 4 digits or anything to tell them apart. Now,
fortunately, they happen on different days. One is usually the 3rd of the
month, another th 18th or so. But how can I tech Money that the one on the
19 is for Credit Card A and the other for B? Do I set up a recurring bill?