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Old 03-14-2008, 07:57 PM
Cal Learner-- MVP
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Default Re: stop Money from assigning payees or categories

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.
  #-1  
Old 03-14-2008, 07:03 PM
namsilat
Guest
 
Posts: n/a
Default stop Money from assigning payees or categories

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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