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#2
01-03-2008, 09:58 PM
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 Re: Money 2006 payee matching Thanks for the info received from both Cal and Chris. This technique is still laborous but better than the other method I was using. "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:unmqn3l6t1lgkgi451vijfk3v1kqeo7d43[at]4ax.com... - quote - > In microsoft.public.money, pbw wrote: > > How do I get payee matching to work when all payees are listed as "Draft > > Withdrawal"? When money downloads my bank transactions, the identifying > > information on the transaction is entered into the MEMO field. I have > > used > > filtering to correct these transactions in the past, but this is just too > > laborous. Is there an easy way to tackle this issue? > You won't get the Payee filled in for you from that bank, but you > can make it better so at least Money won't be pre-filling in the > same Payee that you used for your last Draft Withdrawal. > Go to > Banking-> AccountTools-> Categories&Payees-> GoToPayeeRulesManager. > Excluded Payee Names identifies words and phrases that should be > ignored from the payee field (e.g., check, deposit). Add > "Draft Withdrawal". > 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
01-03-2008, 09:24 PM
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| Re: Money 2006 payee matching "pbw" <pbwitten[at]hotmail.com> wrote in message news:ezGuX4kTIHA.5524[at]TK2MSFTNGP05.phx.gbl... - quote - > How do I get payee matching to work when all payees are listed as
Other than discussing it with your bank's tech support staff to plead> "Draft Withdrawal"? When money downloads my bank transactions, the > identifying information on the transaction is entered into the MEMO > field. I have used filtering to correct these transactions in the > past, but this is just too laborous. Is there an easy way to tackle > this issue? with them to fix their download format, I think not. That's probably a waste of breath. You need to go to "Payee Rules Manager" on the payees page and add "Draft Withdrawal" to the list of Excluded Payee Names. That will make the payee blank on download. If you turned on "Use Autocomplete" in Global Account Settings, typing the first few letters of the name from the memo into the payee field will fill in the payee and most recent category. Some will advise that doing so means that downloading is a waste of time, but the date and amount are accurate and already filled in. Typing a couple of letters is easier than initiating the entire transaction as new. -- Chris Cowles Gainesville, FL |
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01-03-2008, 09:10 PM
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| Re: Money 2006 payee matching In microsoft.public.money, pbw wrote: - quote - > How do I get payee matching to work when all payees are listed as "Draft
You won't get the Payee filled in for you from that bank, but you> Withdrawal"? When money downloads my bank transactions, the identifying > information on the transaction is entered into the MEMO field. I have used > filtering to correct these transactions in the past, but this is just too > laborous. Is there an easy way to tackle this issue? can make it better so at least Money won't be pre-filling in the same Payee that you used for your last Draft Withdrawal. Go to Banking-> AccountTools-> Categories&Payees-> GoToPayeeRulesManager. Excluded Payee Names identifies words and phrases that should be ignored from the payee field (e.g., check, deposit). Add "Draft Withdrawal". 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
01-03-2008, 07:54 PM
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| Money 2006 payee matching How do I get payee matching to work when all payees are listed as "Draft Withdrawal"? When money downloads my bank transactions, the identifying information on the transaction is entered into the MEMO field. I have used filtering to correct these transactions in the past, but this is just too laborous. Is there an easy way to tackle this issue? Thanks in advance -- PW |
| Tags |
| 2006, matching, money, payee |
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