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| In microsoft.public.money, Adam Morehead wrote: - quote - > Ok... so Im running Money 2004 Deluxe.. pretty nice even syncing with
There is a way to turn auto complete off. but auto complete refers> PPC2003... here's my problem... how do you change auto complete data... for > some reason, it thinks whenever I buy things from Safeway, at a certain > address, when I import data from my bank it says its from Comcast... =) I > usually just edit it back to safeway, is there a way to clear the > autocomplete or just edit what it remembers? to things you type rather than what you download. There is a way to map how download are translated into payees. Your downloaded transactions may come with some term where the Payee should be. In Money 2003 and 2004 the Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames shows how downloaded names are translated into Payees. Click Payees in the left column, and you can see Payees. From there, move will let you consolidate payees. Preferred Payee Matches let you see the strings associate with a give payee, and Move lets you determine where the string will match to a Payee in the future. Also click on GoToPayeeRulesManager. Excluded Payee Names identifies generic words and phrases that should be ignored from the payee field (e.g., check, deposit). Add words that are generically added by your bank. Unfortunately there are no wildcards, so check 334, check 335, and check 336 will each be treated as potential new payee names. Tools-> Options-> OnlineServices-> ReplacePayeeNames may be the solution to that. There are other features to explore on those pages. |
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| Ok... so Im running Money 2004 Deluxe.. pretty nice even syncing with PPC2003... here's my problem... how do you change auto complete data... for some reason, it thinks whenever I buy things from Safeway, at a certain address, when I import data from my bank it says its from Comcast... =) I usually just edit it back to safeway, is there a way to clear the autocomplete or just edit what it remembers? Thanks... |