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Old 02-16-2004, 10:07 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Alias's?

In microsoft.public.money, <anonymous[at]discussions.microsoft.comwrote:

- quote -

> > -----Original Message-----
> > In microsoft.public.money, Jeff wrote:
> > > > For some bizarre reason I have many (20-30) withdrawls
> > > labeled as "Waste Management" (a company that I usually
> > > pay with ePay) but they are quite obviously not "Waste
> > > Management" In one case I think it's my PC banking fee,
> > > and in another I believe it's an amount I charged at a
> > > local grocery store.
> > > > > I don't understand why Money is suddenly and for no
> > > apparent reason changing the name of payees! This does
> > > not seem like something a financial management software
> > > should do!
> > > > > Any help would be appreciated
> > > Money 2004?
> > > .

> > Money 2003 Standard Edition


Your downloaded transactions may come with some generic term where
the Payee should be. In Money 2003 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. In particular make note
of some generic term that is being translated into "Waste
Management"

Click on GoToPayeeRulesManager. Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit). In your case, you will probably want
to add the term that is being translated into "Waste Management".
Add any other words that are generically added
by your bank. Unfortunately there are no wildcards, so check 334,
check 335, and check 336 will each be treated as potential new
payee names. Tools-> Options-> OnlineServices-> ReplacePayeeNames may
be the solution to that.

I hope helps.

  #1  
Old 02-16-2004, 09:40 PM
Guest
 
Posts: n/a
Default Re: Alias's?


- quote -

> -----Original Message-----
> In microsoft.public.money, Jeff wrote:
> > For some bizarre reason I have many (20-30) withdrawls
> > labeled as "Waste Management" (a company that I usually
> > pay with ePay) but they are quite obviously not "Waste
> > Management" In one case I think it's my PC banking fee,
> > and in another I believe it's an amount I charged at a
> > local grocery store.
> > > I don't understand why Money is suddenly and for no

> > apparent reason changing the name of payees! This does
> > not seem like something a financial management software
> > should do!
> > > Any help would be appreciated

> Money 2004?
> .


Money 2003 Standard Edition
 
Old 02-15-2004, 10:58 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Alias's?

In microsoft.public.money, Jeff wrote:

- quote -

> For some bizarre reason I have many (20-30) withdrawls
> labeled as "Waste Management" (a company that I usually
> pay with ePay) but they are quite obviously not "Waste
> Management" In one case I think it's my PC banking fee,
> and in another I believe it's an amount I charged at a
> local grocery store.
> I don't understand why Money is suddenly and for no
> apparent reason changing the name of payees! This does
> not seem like something a financial management software
> should do!
> Any help would be appreciated


Money 2004?

  #-1  
Old 02-15-2004, 09:46 PM
Jeff
Guest
 
Posts: n/a
Default Alias's?

For some bizarre reason I have many (20-30) withdrawls
labeled as "Waste Management" (a company that I usually
pay with ePay) but they are quite obviously not "Waste
Management" In one case I think it's my PC banking fee,
and in another I believe it's an amount I charged at a
local grocery store.

I don't understand why Money is suddenly and for no
apparent reason changing the name of payees! This does
not seem like something a financial management software
should do!

Any help would be appreciated
 

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