Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #3  
Old 04-16-2004, 06:38 AM
Guest
 
Posts: n/a
Default Wrong Payee in downloaded statements

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
> .

  #2  
Old 04-16-2004, 02:04 AM
Bill
Guest
 
Posts: n/a
Default Re: Wrong Payee in downloaded statements

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
> > > .
> > > > .

>

  #1  
Old 04-15-2004, 09:15 PM
MFB
Guest
 
Posts: n/a
Default Wrong Payee in downloaded statements

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
> > .
> > .

 
Old 04-15-2004, 08:29 PM
MFB
Guest
 
Posts: n/a
Default Wrong Payee in downloaded statements

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
> .

  #-1  
Old 04-15-2004, 02:42 AM
Bill
Guest
 
Posts: n/a
Default Wrong Payee in downloaded statements

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
Similar Threads
Thread Forum Replies Last Post
Downloaded statements
Dave: I downloaded a statement directly into one of my MM accounts, MM says that it has 65 items to review however they are not showing up in the accout....
Microsoft Money 1 04-10-2004 02:50 PM
Payee and Memo swiched on downloaded statements
jeff: This really ticks me off. I thought my old credit union was just stupid because they would put something like "ATM Ck Card Withdraw" as the payee on...
Microsoft Money 4 04-04-2004 01:56 PM
Cannot see downloaded statements!
par4bogey: Cal, I followed your directions below - problem continues. Cannot see downloaded statements in Money 2002. Other suggestions? "In Internet...
Microsoft Money 9 01-25-2004 05:36 PM
WRONG PAYEE NAME DOWNLOADED FOR CHECK CARD PURCHASES
MTSUSIE: I pretty much let my bank download transactions - the only thing that gets entered by *me* are the e-payments (because it does it automatically). ...
Microsoft Money 4 01-09-2004 03:03 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 07:06 AM.