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  #10  
Old 02-11-2008, 06:09 AM
Bob Peel, MVP
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Posts: n/a
Default Re: Payee/Category cuts off details

See http://umpmfaq.info/faqdb.php?q=13 for a couple of ways of communicating
with MS.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.


I do not respond to any emails that I have not specifically asked for.

"Luc" <Luc[at]discussions.microsoft.com> wrote in message
news:90C54396-DB3A-45BB-A13E-C73895B9521C[at]microsoft.com...
- quote -

> BOB
> So why we can post suggestion?
> Where will be the best place to be heard by microsoft to enhance their
> product?
> Don't want to be on your back, don't take it personal, but i feel i waste
> my time posting to those newgroups if those are not monitoring by
> Microsoft.
> For me is like telling that microsoft does not care about is't customer.
> "Bob Peel, MVP" wrote:
> > BTW Microsoft aren't here. This is a peer to peer group, so you are
> > wasting
> > your time adding "This post is a suggestion...." to your post.
> > > --

> > Regards
> > Bob Peel,
> > Microsoft MVP - Money


  #9  
Old 02-10-2008, 09:06 PM
Luc
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Posts: n/a
Default Re: Payee/Category cuts off details

BOB

So why we can post suggestion?

Where will be the best place to be heard by microsoft to enhance their
product?

Don't want to be on your back, don't take it personal, but i feel i waste
my time posting to those newgroups if those are not monitoring by Microsoft.


For me is like telling that microsoft does not care about is't customer.

"Bob Peel, MVP" wrote:

- quote -

> BTW Microsoft aren't here. This is a peer to peer group, so you are wasting
> your time adding "This post is a suggestion...." to your post.
> --
> Regards
> Bob Peel,
> Microsoft MVP - Money


  #8  
Old 01-12-2008, 06:22 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Payee/Category cuts off details

In microsoft.public.money, Dick Watson wrote:

- quote -

> Two questions:
> 1) Does OFX allow transmittal of arbitrarily long Payee information? (I.e.,
> at least way longer than Money's 32 (IIRC) character limit.) I know you are
> closer to these specs than I am.


In OFX Specification 2.1.1 (available at ofx.net),
The <NAME> field is specified as "A-32" and section "1.5
Conventions" defines that as "<ALPHAVALUE> Takes a value up to 32
characters in length, A-32"

- quote -

> 2) If 1 is yes, then does the Payee Rules thing operate on the whole string
> before truncation or just the length after truncation?


If the entire field is non-meaningful and is ignored, I think that
is better than Money trying to associate a Payee with it.


- quote -

> The reason I ask is that I have seen these kinds of data elements on bank
> web sites where they display a LOT of characters of their own useless fluff
> BEFORE actually getting around to anything meaningful to me. If the useful
> part gets truncated before you can use PRM, then there might not be enough
> information left in the data to use PRM to do any good.
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:12uho3ps99peavd10is95btc20kcomanpv[at]4ax.com...
> > While this is not going to quite do what you want, this is how you
> > will make this work best with what is available:
> > > Go to

> > Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames

  #7  
Old 01-12-2008, 05:06 PM
Dick Watson
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Posts: n/a
Default Re: Payee/Category cuts off details

Two questions:

1) Does OFX allow transmittal of arbitrarily long Payee information? (I.e.,
at least way longer than Money's 32 (IIRC) character limit.) I know you are
closer to these specs than I am.

2) If 1 is yes, then does the Payee Rules thing operate on the whole string
before truncation or just the length after truncation?

The reason I ask is that I have seen these kinds of data elements on bank
web sites where they display a LOT of characters of their own useless fluff
BEFORE actually getting around to anything meaningful to me. If the useful
part gets truncated before you can use PRM, then there might not be enough
information left in the data to use PRM to do any good.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:12uho3ps99peavd10is95btc20kcomanpv[at]4ax.com...
- quote -

> While this is not going to quite do what you want, this is how you
> will make this work best with what is available:
> Go to
> Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames


  #6  
Old 01-12-2008, 04:53 PM
Dick Watson
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Posts: n/a
Default Re: Payee/Category cuts off details

I don't think people were being "dicks", not even me, Dick.

1) Bob apparently didn't understand where the "suggestion" stuff comes from.
Chris wanted to make sure Bob understood that this suggestion stuff was
being solicited/added by the MS newsgroup web exposure.

2) It's a great suggestion, and more power to you for making it. Just beware
that user suggestions are not really being considered, from all we can tell,
at this point in Money's lifecycle.

3) I'm not sure you and Chris were even communicating on the problem as you
see it. If you are saying the information getting into Payee is being
truncated to some shorter than desired length arbitrarily, well. there are
limits on the width of this field in both Money and the data interchange
standards. Remember at all times: the back office banking systems were NEVER
designed as though this data would ever be used this way. If it were, it
would be properly normalized and so forth at their end, this wouldn't be a
problem. I read your problem to indicate that you, on their web site, see a
data element **something like** my example here:

CHECK CARD PURCHASE 20080105 MERCH654789 *POS WLMRT SC ENGLWD CO SC

and when it gets into Money as the Payee it is getting truncated to
**something like**:

CHECK CARD PURCHASE 2008010

when what you really want for the Payee is **something like**:

WalMart

or something along those lines, thus throwing out the one key piece you need
to tell what the heck the purchase was, thus, what category you should
assign to the transaction. (As though knowing where a purchase was made--say
WalMart--will ever hope to answer whether it was tires or groceries or a DVD
player or a Rx or some of all of the above or ...) Is this correct?

I do not download transaction data. Way too much pain dealing with crap like
this. Way too little gain from getting it from the bank when the connection
ad login and so forth is all working and then having to fix it all as
opposed to just entering it all by hand in the first place. YMMV. FWIW, most
people who come here looking for help with problems related to downloaded
transactions data--i.e., most people who come here--disagree with me on this
issue. They swear that downloaded data is essential to using Money.

"Echostorm" <Echostorm[at]discussions.microsoft.com> wrote in message
news:47EC6701-8983-4091-8792-231755190DE0[at]microsoft.com...
- quote -

> Wow, I thought asking for a couple extra characters was a pretty mellow
> thing
> to bring up. You guys didn't have to be dicks about it.


  #5  
Old 01-12-2008, 04:37 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Payee/Category cuts off details

In microsoft.public.money, Echostorm wrote:

- quote -

> Hi, I'm a new Money Plus user and though I'm impressed overall, the very very
> short field length for Payee/Category is a dealbreaker for me. I don't know
> if the text is being cut off when downloading from my bank or in the program
> but when my field reads:
> CHECK CARD PURCHASE XXXXXXXXX AM
> I don't know how to categorize it. The full text is available on my bank
> website.


While this is not going to quite do what you want, this is how you
will make this work best with what is available:

Go to
Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames
(better yet, click Shortcuts at the top and add Payees as a shortcut
to make navigation like this shorter) which shows how downloaded
names are translated into Payees. Record the Payee Name
Variation(s) shown for CHECK CARD PURCHASE. Delete the entries
that are not actual 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. You should add
CHECK CARD PURCHASE, AM, PM, as well as other similar things you
noted in the PreferredPayeeNames.

Then select
Tools-> Settings-> OnlineServiceSettings-> ReplacePayeeNames....

You may want to set
Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField
  #4  
Old 01-12-2008, 04:22 PM
Echostorm
Guest
 
Posts: n/a
Default Re: Payee/Category cuts off details

Wow, I thought asking for a couple extra characters was a pretty mellow thing
to bring up. You guys didn't have to be dicks about it.

"Dick Watson" wrote:

- quote -

> Though we have no data to suggest Echostorm--and any voters for the
> suggestion--aren't wasting their time actually messing with this feature of
> the web-hosted newsgroup for Microsoft Money. It's not clear a "user"
> suggestion has actually made it into Money in half a decade or more.
> "Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
> news:uK2n84OVIHA.2368[at]TK2MSFTNGP05.phx.gbl...
> > "Bob Peel, MVP" <bob_peel[at]kiandra.freeserve.co.uk.INVALID> wrote in
> > message news:%23Z%23VloOVIHA.484[at]TK2MSFTNGP06.phx.gbl...
> > > BTW Microsoft aren't here. This is a peer to peer group, so you are
> > > wasting your time adding "This post is a suggestion...." to your post.
> > > Actually, that's a feature added by MS to their web 'community' as viewed

> > through a browser. Click the link to see where it takes you.

  #3  
Old 01-12-2008, 12:17 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: Payee/Category cuts off details

Though we have no data to suggest Echostorm--and any voters for the
suggestion--aren't wasting their time actually messing with this feature of
the web-hosted newsgroup for Microsoft Money. It's not clear a "user"
suggestion has actually made it into Money in half a decade or more.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:uK2n84OVIHA.2368[at]TK2MSFTNGP05.phx.gbl...
- quote -

> "Bob Peel, MVP" <bob_peel[at]kiandra.freeserve.co.uk.INVALID> wrote in
> message news:%23Z%23VloOVIHA.484[at]TK2MSFTNGP06.phx.gbl...
> > BTW Microsoft aren't here. This is a peer to peer group, so you are
> > wasting your time adding "This post is a suggestion...." to your post.

> Actually, that's a feature added by MS to their web 'community' as viewed
> through a browser. Click the link to see where it takes you.



  #2  
Old 01-12-2008, 06:38 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Payee/Category cuts off details

"Bob Peel, MVP" <bob_peel[at]kiandra.freeserve.co.uk.INVALID> wrote in
message news:%23Z%23VloOVIHA.484[at]TK2MSFTNGP06.phx.gbl...
- quote -

> BTW Microsoft aren't here. This is a peer to peer group, so you are
> wasting your time adding "This post is a suggestion...." to your
> post.


Actually, that's a feature added by MS to their web 'community' as
viewed through a browser. Click the link to see where it takes you.
--
Chris Cowles
Gainesville, FL


  #1  
Old 01-12-2008, 06:09 AM
Bob Peel, MVP
Guest
 
Posts: n/a
Default Re: Payee/Category cuts off details

BTW Microsoft aren't here. This is a peer to peer group, so you are wasting
your time adding "This post is a suggestion...." to your post.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.


I do not respond to any emails that I have not specifically asked for.

"Echostorm" <Echostorm[at]discussions.microsoft.com> wrote in message
news:7430DF23-029B-4D9B-8AF6-7591216B39FA[at]microsoft.com...
- quote -

> Hi, I'm a new Money Plus user and though I'm impressed overall, the very
> very
> short field length for Payee/Category is a dealbreaker for me. I don't
> know
> if the text is being cut off when downloading from my bank or in the
> program
> but when my field reads:
> CHECK CARD PURCHASE XXXXXXXXX AM
> I don't know how to categorize it. The full text is available on my bank
> website. How about a nvarchar(150) ? =oD
> ----------------
> This post is a suggestion for Microsoft, and Microsoft responds to the
> suggestions with the most votes. To vote for this suggestion, click the "I
> Agree" button in the message pane. If you do not see the button, follow
> this
> link to open the suggestion in the Microsoft Web-based Newsreader and then
> click "I Agree" in the message pane.
> http://www.microsoft.com/communities...t.public.money


 
Old 01-12-2008, 05:46 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Payee/Category cuts off details

"Echostorm" <Echostorm[at]discussions.microsoft.com> wrote in message
news:7430DF23-029B-4D9B-8AF6-7591216B39FA[at]microsoft.com...
- quote -

> Hi, I'm a new Money Plus user and though I'm impressed overall, the
> very very
> short field length for Payee/Category is a dealbreaker for me. I
> don't know
> if the text is being cut off when downloading from my bank or in the
> program
> but when my field reads:
> CHECK CARD PURCHASE XXXXXXXXX AM
> I don't know how to categorize it. The full text is available on my
> bank
> website.


That's your bank's fault for not sending the data you want in the
correct field.

I vote Nay.
--
Chris Cowles
Gainesville, FL


  #-1  
Old 01-12-2008, 02:38 AM
Echostorm
Guest
 
Posts: n/a
Default Payee/Category cuts off details

Hi, I'm a new Money Plus user and though I'm impressed overall, the very very
short field length for Payee/Category is a dealbreaker for me. I don't know
if the text is being cut off when downloading from my bank or in the program
but when my field reads:

CHECK CARD PURCHASE XXXXXXXXX AM

I don't know how to categorize it. The full text is available on my bank
website. How about a nvarchar(150) ? =oD

----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.

http://www.microsoft.com/communities...t.public.money
 

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