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  #3  
Old 04-21-2004, 07:53 PM
bankyhead
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Default Re: Down loading bank transactions - Payee error


mp65wbl wrote:
- quote -

> *when downloading my bank transactions, I find that new
> transactions displayed in my msmoney account register
> automatically defaults to the names of two previously
> used payees. I'd prefer it leave the payee field blank.
> how do i fix this? *



I am having this same problem. I use Money 2002 Deluxe. When
download transactions from my bank, the payee names default to 2 of m
other payees. So I now have 60+ transactions to go through and fix.
Is there a way to turn that off or fix it


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bankyhea
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  #2  
Old 02-05-2004, 03:35 PM
Howard
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Default Re: Down loading bank transactions - Payee error

I have Money 2004 and what I have noticed is that for something like
an ATM withdrawal, the Payee which says something like ATM WITHDRAWAL
10 MAIN ST gets matched to a scheduled bill for my credit card because
my credit card amount matches the withdrawal.

I wish that Money first did a Preferred Payee Name fix and then tried
to match the transaction to a bill, or previous transaction. Then I
think I would not have to fix these by hand. For now, I changed my
credit card estimated amounts to 0 but I have not fully thought about
how this affects the cash flow report.

On one test, this seemed to fix it.

One ramification of the problem is that once the downloaded
transaction matches the reaccuring transation, even if I make changes
to it, it thinks that reaccuring transation has now occured for the
current period and updates it last paid date and next day to pay date.
  #1  
Old 02-04-2004, 01:47 PM
Cal Learner-- MVP
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Default Re: Down loading bank transactions - Payee error

In microsoft.public.money, Cal Learner-- MVP wrote:

- quote -

> In microsoft.public.money, mp65wbl wrote:
> > when downloading my bank transactions, I find that new
> > transactions displayed in my msmoney account register
> > automatically defaults to the names of two previously
> > used payees. I'd prefer it leave the payee field blank.
> > how do i fix this?

> Money 2004?


What I meant to say, was "what version of Money are you running?"

 
Old 02-04-2004, 01:42 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Down loading bank transactions - Payee error

In microsoft.public.money, mp65wbl wrote:

- quote -

> when downloading my bank transactions, I find that new
> transactions displayed in my msmoney account register
> automatically defaults to the names of two previously
> used payees. I'd prefer it leave the payee field blank.
> how do i fix this?


Money 2004?

  #-1  
Old 02-04-2004, 12:33 PM
mp65wbl
Guest
 
Posts: n/a
Default Down loading bank transactions - Payee error

when downloading my bank transactions, I find that new
transactions displayed in my msmoney account register
automatically defaults to the names of two previously
used payees. I'd prefer it leave the payee field blank.
how do i fix this?
 

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bank, error, loading, payee, transactions
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