Jim,
I could not find this option either. I am running 2003
Deluxe.

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Ok - I already have that checked - I was just miss reading your post a
little. Thanks Cal

Jim

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:uo0u70h7kdv8v6rk7fb3pedjuforo20v6b[at]4ax.com...
- quote -

In microsoft.public.money, Jim Johnson wrote:

- quote -

Tools-> Options-> OnlineServices-> ShowStandardizedPayeeNames

Click Tools. Then Options. Then Online Services. Select the
checkbox.

where is that option - I have much the same problem and have gone to tools-
options - online services but don't see any option (ShowStandardizedPayee
Names to combine payees during download that differ only by a number at the
end). I am running Money 2004 Premium - thanks

Jim

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:lpfq70d3cr6ebusm0pfcbaj8nberqk6oqq[at]4ax.com...
- quote -

Cal,
Thanks a lot. I will try the Tools-> Options-
OnlineServices-> ShowStandardizedPayeeNames to
combine payees during download that differ only by a
number at the end. I don't know if this will work but
will check it out later tonight. Remember each new entry
has a payee that is just a little different. Even with
combining earlier payees, all future UPS entries will
still be different than any already entered or combined.
So I do not know if this will work. Again, I will check
it out and thanks again.
- quote -

Thank you so much for this solution. While it is not
automatic it will save a ton of time. Thanks again.

- quote -

I had similar situation, but I accidentally found a solution. You can use a
search function to search for, say "UPS", it will present you a filtered
result contains UPS. You can arrange this result table in differrent order
(date, payee, category, etc.), then you are able to highlight a block of
multiple entries, and change category at the same time. This is not
automatic, but at least you don't have to do 1 by 1.



<kayfaye[at]myway.com> wrote in message
news:1c64501c42225$41ea1250$a301280a[at]phx.gbl...
- quote -

In microsoft.public.money, <kayfaye[at]myway.com> wrote:

- quote -



To reduce the number of existing payees, go to
Accounts&Bills-> Categories&Payees-> Payees ; select a payee and
use Move to combine payees. This is better in most cases than
Delete.

The key item for the future is to Set
Tools-> Options-> OnlineServices-> ShowStandardizedPayeeNames to
combine payees during download that differ only by a number at the
end. This may work better after you have combined payees from
previous downloads.

Tools-> Options-> Editing-> ConfirmNewPayees will give you the
option to not add a payee to the list that you are using one time
only.

To automate changing the existing data, you can try
Tools-> FindAndReplace and choose the Advanced Search. After you do
the Find portion, it will present a Replace portion. There you can
make changes to the Payee or Category, etc for selected
transactions.

I would make an extra copy of your file before doing FindAndReplace
in case you do not like the result.

I am currently using Money 2003 Deluxe. I could really
use some help here to save me some time. What I do is
download my account entries from my bank. When doing so,
if the payee details are the same as an earlier entry the
category information defaults to an earlier entry. This
is great and saves me a lot of duplicate work.

I have a lot of entries from UPS as I ship with them
daily. That being said, the payee information is always
different for these entries since as it includes the
tracking number which is unique for each package. Because
of this, the category information does not get filled out
automatically. I can have 60 entries for UPS and have to
go through them 1 by 1 and apply the same category to
each. So my questions are - can I automate this in any
way or is there a way to select multiple entries and apply
a category to them (mass update)?