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#3
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| I have the same problem. Instead of clicking accept I click change, once the file is downloaded I change it to what I want it to be. Will be watching for a better solution. - quote - > -----Original Message----- > MS Money 2004 Standard OEM edition > I've had Money for years and never had this problem until I upgraded > to the 2004 version about 6 months ago. > When I download a statement, Money will often change the payee field > to what it 'thinks' the payee should be. This has messed up my > statements as I don't always catch them. It seems to do this if the > downloaded statement amount is very close to a similar bill I have > paid in the past. > How can I just get money to stop "guessing' at these fields and not > change any field that is downloaded? > Thanks > Bill > . |
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#2
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| I think I acutally found what will work for me from the knowledge base under Money. Here it is: What works for me is Method 2 in the workaround. Turn off transaction matching. Bill ************************************************** *************************** Money: Transactions Are Incorrectly Matched When You Download Statements This article was previously published under Q317457 SYMPTOMS When you try to download statements in Money, some transactions are matched incorrectly. Transaction matching occurs when Money tries to automatically match the transactions from a downloaded statement to the transactions that were entered in the register manually. CAUSE This behavior can occur when two or more transactions either occur on the same date or are for the same amount of money. RESOLUTION To resolve this issue, match transactions manually. To do this, follow these steps: Start Money. On the Accounts & Bills menu, click Account List. Click the account that contains the transaction that you want to match. Click Change on that transaction. On the "Review transaction details" page, click to select the check boxes for the transactions to which the downloaded transaction should be matched. Repeat steps 2 through 4 until all of the transactions are matched properly. WORKAROUND To work around this issue, use one of the following methods. Method 1: Change Date Range for Transaction Matching Start Money. On the Tools menu, click Options, and then click Online Services. Change the date range that Money uses to match transactions to 10. Click OK. Method 2: Turn Off Transaction Matching Start Money. On the Tools menu, click Options, and then click Online Services. In the Online Services dialog box, click to clear the Replace download payee names with user-altered names when available check box. Click OK. 4 14:15:39 -0700, "MFB" <anonymous[at]discussions.microsoft.com> wrote: - quote - > OK, I guess I found the cause in one of the msgs here. > Go to Payees, then on the left pane, you have option "Go > to Payee Rules Manager", click that. > Under "preferred payee matches", pull down and select the > payee which is appearing incorrectly(the one what it is > showing, not the one it should be). Like in my case I > select Verizon. This payee is some how assosicated to Oss > Job in my case. so anytime I download a statement which > has oddjob as payee, it gets changed to verizon. removing > this association works for me > MFB > > -----Original Message----- > > I noticed the same thing today after I called verizon to > > ask what is this charge for and they denied charging me > > that amount. came to know it belongs to Odd Job. > > > > -----Original Message----- > > > MS Money 2004 Standard OEM edition > > > > > I've had Money for years and never had this problem > until > > I upgraded > > > to the 2004 version about 6 months ago. > > > > > When I download a statement, Money will often change the > > payee field > > > to what it 'thinks' the payee should be. This has > messed > > up my > > > statements as I don't always catch them. It seems to do > > this if the > > > downloaded statement amount is very close to a similar > > bill I have > > > paid in the past. > > > > > How can I just get money to stop "guessing' at these > > fields and not > > > change any field that is downloaded? > > > > > Thanks > > > Bill > > > . > > > > . > |
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#1
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| OK, I guess I found the cause in one of the msgs here. Go to Payees, then on the left pane, you have option "Go to Payee Rules Manager", click that. Under "preferred payee matches", pull down and select the payee which is appearing incorrectly(the one what it is showing, not the one it should be). Like in my case I select Verizon. This payee is some how assosicated to Oss Job in my case. so anytime I download a statement which has oddjob as payee, it gets changed to verizon. removing this association works for me MFB - quote - > -----Original Message----- > I noticed the same thing today after I called verizon to > ask what is this charge for and they denied charging me > that amount. came to know it belongs to Odd Job. > > -----Original Message----- > > MS Money 2004 Standard OEM edition > > > I've had Money for years and never had this problem until > I upgraded > > to the 2004 version about 6 months ago. > > > When I download a statement, Money will often change the > payee field > > to what it 'thinks' the payee should be. This has messed > up my > > statements as I don't always catch them. It seems to do > this if the > > downloaded statement amount is very close to a similar > bill I have > > paid in the past. > > > How can I just get money to stop "guessing' at these > fields and not > > change any field that is downloaded? > > > Thanks > > Bill > > . > > . |
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| I noticed the same thing today after I called verizon to ask what is this charge for and they denied charging me that amount. came to know it belongs to Odd Job. - quote - > -----Original Message----- > MS Money 2004 Standard OEM edition > I've had Money for years and never had this problem until I upgraded > to the 2004 version about 6 months ago. > When I download a statement, Money will often change the payee field > to what it 'thinks' the payee should be. This has messed up my > statements as I don't always catch them. It seems to do this if the > downloaded statement amount is very close to a similar bill I have > paid in the past. > How can I just get money to stop "guessing' at these fields and not > change any field that is downloaded? > Thanks > Bill > . |
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#-1
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| MS Money 2004 Standard OEM edition I've had Money for years and never had this problem until I upgraded to the 2004 version about 6 months ago. When I download a statement, Money will often change the payee field to what it 'thinks' the payee should be. This has messed up my statements as I don't always catch them. It seems to do this if the downloaded statement amount is very close to a similar bill I have paid in the past. How can I just get money to stop "guessing' at these fields and not change any field that is downloaded? Thanks Bill |
| Tags |
| downloaded, payee, statements, wrong |
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