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| In microsoft.public.money, namsilat wrote: - quote - > I am dire help on this one. I need to figure out a way to stop Money > from automatically and randomly assigning payees or categories to > downloaded or imported transactions into Money. I just downloaded a > batch of them from my bank that Money assigned the same category for > every single transaction. > I am using Money 2007 Deluxe. Suppose the transactions were assumed by Money to be to be a payee called ABCDEFG. Go to Banking-> AccountTools-> Categories&Payees-> Payees-> PreferredPayeeNames which shows how downloaded names are translated into Payees. Record the Payee Name Variation(s) shown for ABCDEFG. Delete the entries that are not necessarily ABCDEFG. 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. 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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| I am dire help on this one. I need to figure out a way to stop Money from automatically and randomly assigning payees or categories to downloaded or imported transactions into Money. I just downloaded a batch of them from my bank that Money assigned the same category for every single transaction. I am using Money 2007 Deluxe. |
| Tags |
| assigning, categories, money, payees, stop |
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