|
#1
| |||
| |||
| In microsoft.public.money, Diane wrote: - quote - > When I download my statement the payees all appear as POS
The can check Tools-> Options-> AddADescriptionToTheMemoField. That> purchases, EFT withdrawals, etc and not the actual > payees,they are only appearing in the memo section. > When I do the reports to find out where my money is going > it will not find it unless I manually change all the > payees to the proper names. (Quicken would use the > proper names in the payee section) > Is there something I don't have set up properly or is > this just the way the program works. should let you see the actual payee IF the bank puts that in the memo field. You can then use the text for reports or as help to fill in the Payee field. While looking at the register you can toggle the view with Ctrl+T. With Money 2003 and 2004 Accounts&Bills-> Categories&Payees-> PreferredPayeeNames lets you change replacement of names with names of your choice. While there you might look at the Payee Rules Manager that lets you ignore words and phrases such as Check, ATM Withdrawal, etc. Other than that, if the bank puts generic names into the download data instead of actual , that's the way it works. |
| | |||
| |||
| "POS purchase", "EFT withdrawal", etc. is what is provided by the financial institution(s) that you are downloading from. When you are reviewing the downloaded transactions, you can change the payee name to something else, if you'd like. Money will then remember to associate the changed payee name with the downloaded payee name in future downloads. Doug "Diane" <Diane_Jolly[at]shaw.ca> wrote in message news:123e01c381de$4a8467e0$a401280a[at]phx.gbl... - quote - > When I download my statement the payees all appear as POS > purchases, EFT withdrawals, etc and not the actual > payees,they are only appearing in the memo section. > When I do the reports to find out where my money is going > it will not find it unless I manually change all the > payees to the proper names. (Quicken would use the > proper names in the payee section) > Is there something I don't have set up properly or is > this just the way the program works. > Thanks in advance |
|
#-1
| |||
| |||
| When I download my statement the payees all appear as POS purchases, EFT withdrawals, etc and not the actual payees,they are only appearing in the memo section. When I do the reports to find out where my money is going it will not find it unless I manually change all the payees to the proper names. (Quicken would use the proper names in the payee section) Is there something I don't have set up properly or is this just the way the program works. Thanks in advance |
| Tags |
| payees |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| On-line Payees question. Grey: Hi, I have Microsoft Money 2003 Deluxe, and I've been using on-line Bill Pay for over a year now. I don't seem to be able to resolve the... | Microsoft Money | 3 | 09-22-2003 11:11 PM | |
| Pulldown for epay shows all payees, not online payees Chris Hoover: Hi, I've been playing with the Money 2004 trial for the past week and like it enough to consider switching from Quicken, but there is one issue... | Microsoft Money | 1 | 08-07-2003 05:05 AM | |
| Thread Tools | |
| Display Modes | |
| |