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#1
10-16-2003, 08:15 PM
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 Money adding payee names to all records in a file - quote - > -----Original Message----- > When i review downloaded entries from my bank, I look up > a check number and then enter the correct payee. Money > is taking this payee name and assinging it to all other > transactions in this account. How can I stop this? > . |
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10-16-2003, 07:58 PM
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| Re: Money adding payee names to all records in a file In microsoft.public.money, untraceableremove_this[at]deathsdoor.com wrote: - quote - > When i review downloaded entries from my bank, I look up > a check number and then enter the correct payee. Money > is taking this payee name and assinging it to all other > transactions in this account. How can I stop this? Your downloaded transactions may come with some generic term where the Payee should be. In Money 2003 and 2004 the Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames shows how downloaded names are translated into Payees. Click Payees in the left column, and you can see Payees. From there, Move will let you consolidate payees. Preferred Payee Matches let you see the strings associate with a give payee, and Move lets you determine where the string will match to a Payee in the future. Note the string that the over-used payee is matching to. Click on GoToPayeeRulesManager. Excluded Payee Names identifies words and phrases that should be ignored from the payee field (e.g., check, deposit). Add the word or phrase that the over-used payee matches to to the Excluded Names list. |
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#-1
10-16-2003, 07:16 PM
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| Money adding payee names to all records in a file When i review downloaded entries from my bank, I look up a check number and then enter the correct payee. Money is taking this payee name and assinging it to all other transactions in this account. How can I stop this? |
| Tags |
| adding, file, money, names, payee, records |
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