11-28-2008, 03:12 PM
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 Re: 2 questions In microsoft.public.money, sondra99999 wrote: - quote - > hello,
If the download comes with always the same apparent payee, you will> Here is my first question,money plus keeps downloading my statement but > will only use 1 payee.How do i fix this. probably have to enter your Payees yourself. Suppose the last incorrect Payee that got associated with such a transaction is 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 - quote - > Question 2
If OFX Web statements are placed in the wrong account, blank the> Money has decided that it will now import my statement for my checking > account and put it into my savings account.How do i fix this > I am using money plus deluxe version 17.0.120.1415 > purchased in the us and i have been using this program for almost a year.Any > help would be appreciated Financial Institution (FI) for the *wrong* account in account settings. Do that in the Account Settings/Details, which you can reach by right-clicking the account name on the Account List. Don't just change the FI. Blank it. On the Account List, if there are transactions to read for the wrong account, right-click TransactionsToRead, and then click Delete Statement. Import the OFX file. Money should ask which account to use. Tell Money the statement should go onto the right account. Put the FI for the *wrong* account back. If that does not fix it, see method 2 of http://support.microsoft.com/kb/910214/en-us where you temporarily change the currency of the wrong account. |
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11-28-2008, 01:55 PM
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| 2 questions hello, Here is my first question,money plus keeps downloading my statement but will only use 1 payee.How do i fix this. Question 2 Money has decided that it will now import my statement for my checking account and put it into my savings account.How do i fix this I am using money plus deluxe version 17.0.120.1415 purchased in the us and i have been using this program for almost a year.Any help would be appreciated |
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