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Old 09-20-2003, 03:44 AM
Cal Learner-- MVP
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Default Re: Argh... Help...

In microsoft.public.money, Adam Morehead wrote:

- quote -

> 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?


There is a way to turn auto complete off. but auto complete refers
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.
  #-1  
Old 09-20-2003, 12:11 AM
Adam Morehead
Guest
 
Posts: n/a
Default Argh... Help...

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...


 

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