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Old 07-03-2008, 08:01 PM
Marilyn & Bob
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Default Re: Combining Payees

Interesting. Good thought. And, if I really wanted to be fancy, I could
change the Preferred Payee Name to "Verizon (BA-NX)" and move all of the all
of the transactions into that one.

One other thing. One would have to be sure (via Bill Setup for example) to
add Verizon automatically to the memo for future transactions. It needs to
be there so that when they change their name again (to AT&T?), we'll have
the correct identity listed (since the Payees are combined, Find and Replace
would no longer work, except perhaps by date).
--
Peace,
BobJ

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:kf9q64pqv4hqq6bljsqgcaf19tet1tqhuh[at]4ax.com...
- quote -

> In microsoft.public.money, Marilyn & Bob wrote:
> > Am I missing something or is it not possible to combine payees without
> > changing their names? For example, since I started using Money my Phone
> > company has changed it's name from NYNEX to Bell Atlantic to Verizon and
> > my
> > gas company has similarly had two name changes. It like to have their
> > payee
> > history combined on the Main Payee page without changing to whom the check
> > was written at the time. I far as I can tell that is not possible. Am I,
> > unfortunately, correct about this? Currently using Plus Deluxe with
> > Advanced everything.

> Another alternative: change the Memo for each respective telco name
> to record which it was (find and replace). Then merge the Payees.
> The unique memos will be available in the transaction.



  #1  
Old 07-03-2008, 07:19 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Combining Payees

In microsoft.public.money, Marilyn & Bob wrote:

- quote -

> Am I missing something or is it not possible to combine payees without
> changing their names? For example, since I started using Money my Phone
> company has changed it's name from NYNEX to Bell Atlantic to Verizon and my
> gas company has similarly had two name changes. It like to have their payee
> history combined on the Main Payee page without changing to whom the check
> was written at the time. I far as I can tell that is not possible. Am I,
> unfortunately, correct about this? Currently using Plus Deluxe with
> Advanced everything.


Another alternative: change the Memo for each respective telco name
to record which it was (find and replace). Then merge the Payees.
The unique memos will be available in the transaction.
 
Old 07-03-2008, 07:03 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Combining Payees

In microsoft.public.money, Marilyn & Bob wrote:

- quote -

> Am I missing something or is it not possible to combine payees without
> changing their names? For example, since I started using Money my Phone
> company has changed it's name from NYNEX to Bell Atlantic to Verizon and my
> gas company has similarly had two name changes. It like to have their payee
> history combined on the Main Payee page without changing to whom the check
> was written at the time. I far as I can tell that is not possible. Am I,
> unfortunately, correct about this?


Yes. You could change the category for each of them to some common
category (Find and Replace). Then some category-based thing might be
suitable for what you want to do.


- quote -

> Currently using Plus Deluxe with
> Advanced everything.

  #-1  
Old 07-03-2008, 06:41 PM
Marilyn & Bob
Guest
 
Posts: n/a
Default Combining Payees

Am I missing something or is it not possible to combine payees without
changing their names? For example, since I started using Money my Phone
company has changed it's name from NYNEX to Bell Atlantic to Verizon and my
gas company has similarly had two name changes. It like to have their payee
history combined on the Main Payee page without changing to whom the check
was written at the time. I far as I can tell that is not possible. Am I,
unfortunately, correct about this? Currently using Plus Deluxe with
Advanced everything.
--
Peace,
BobJ


 

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