I have exactly the same problem, and I also try evertinhg like you
If you find the problem, I would love to hear from you
Good luck
AL

I have exactly the same problem, and I also try evertinhg like you
If you find the problem, I would love to hear from you
Good luck
AL

"normlynn" <normlynn[at]discussions.microsoft.com> wrote in message news:6F375274-7E52-469C-B25A-DC1DEDF15311[at]microsoft.com...

- quote -

It may have no impact on matching payee names but may make it easier to copy the bank's description into the Payee Rules Manager.
--
Chris Cowles
Gainesville, FL

In microsoft.public.money, normlynn wrote:

- quote -

In your example, I guess I would add "T" and "S" as Excluded Payee
Names.

I suggest you see if Advanced Find&Replace can make changing the
Payee of several transactions easier. Keep a backup at various times
to allow you to undo things.

See Below.
--
Sigrid Smith


"Cal Learner-- MVP" wrote:

- quote -

**Spelling is correct and none of the matches are incorrect, either.**

- quote -

variations, as they look something like "CHK PUR TARGET T0639 MESA 1525 S",
so I have to go the the account register, writ e this down on paper, then go
back to the payee rules manager to type it in. Since there is no "drop down"
that allows me to pick from entries in my register, this is extremely time
consuming since I'm dealing with hundreds of entries. Any ideas? Am I
making this more difficult than what it is??**

- quote -

but it never deletes CHK PUR when I download**

- quote -

**This is also set, but I'm not sure what it is supposed to do other than
download the notes from my banking institution if they happen to have some.
It doesn't seem to have an impact on matching payee names at all**

I'm on the phone with tech support right now, and the poor guy I'm speaking
to just doesn't have a clue... (Sigh) Do they have a higher level support?

In microsoft.public.money, normlynn wrote:

- quote -

That's strange. Check the spelling etc.
- quote -

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 the wrong payee. Delete the entries that
correspond to the wrong payee. Maybe there is one for "CHK PUR".

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.


Set
Tools-> Settings-> OnlineServiceSettings-> ReplacePayeeNames to
combine payees that differ only by a number or punctuation. This
may work better after you have combined payees from previous
downloads.


You may want to set
Tools-> Settings-> OnlineServices-> AddADescriptionToTheMemoField

I have tried all the help suggestions regarding managing payees in MM, yet I
still have a huge list of duplicate "similar" names. I bank at a credit
union that does not connect automatically--I have to do a download, so I'm
not sure if that is part of the problem.

I have a long list of excluded names, but my bank puts transaction numbers
or dates on many of my check card purchases. MM is not automatically
changing the name for me.

Here is an example: "CHK PUR" is at the beginning of all my debit card
purchases, and MM won't change the name, so I end up with a new payee name
starting with "CHK PUR" causing my huge list. I have "CHK PUR" in my list of
excluded names, but it doesn't seem to help.

Also--when adding a payee name variation, is there an easy way to do this?
The variations are huge and long with numbers, dates, etc. and it takes a ton
of time to type this in vs just changing the name manually in the payee list
or moving the transactions under the correct payee name. I'm shocked there
isn't a drop down list to pick from, rather than having to write it down on
paper and then type it in manually.

Any advice will be much appreciated! My husband and I spend days at tax
time cleaning up MM in order to pull a report for our CPA. Also, if this is
better in the newest version of MM, let me know and I will upgrade.

Thanks!
--
Sigrid Smith