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Old 05-05-2004, 08:42 PM
wj
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Default Re: Another credit card payee problem

I had same problem IF i have edited the first few transactions and the rest
will try to match what I have edited. But not remember seeing wrong payee in
un-edited statement.



"Bob Rion" <rrion[at]hvc.rr.com> wrote in message
news:etbPz2sLEHA.268[at]TK2MSFTNGP11.phx.gbl...
- quote -

> I am having a problem for about a month or two now where downloaded credit
> card transactions will have the wrong payee in them. This is not the

result
> of mismatching with the wrong transaction. These transactions don't get
> matched at all. So far it has only happened to transactions that I have

not
> entered manually so there is no match. I recognize the payee but I know I
> didn't charge anything there so I go to the on line account info center
> (it's a Discover card) and see that there is a transaction for that amount
> on that date but the payee is somebody else.
> Anybody else have or had this one?????
> Thanks



  #1  
Old 05-01-2004, 01:09 PM
Bob Rion
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Default Re: Another credit card payee problem

I don't have the selection "PreferredPayeeNames" I also can't find anything
about "Payee Name Variation". I searched help for both of these terms and
came up with nothing. I am running Money 2002 version 10. Are those
selections only in later versions?


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:1p0590d01v746p75mmdck1i0s8djoef0jm[at]4ax.com...
- quote -

> In microsoft.public.money, Bob Rion wrote:
> > I am having a problem for about a month or two now where downloaded

credit
> > card transactions will have the wrong payee in them. This is not the

result
> > of mismatching with the wrong transaction. These transactions don't get
> > matched at all. So far it has only happened to transactions that I have

not
> > entered manually so there is no match. I recognize the payee but I know I
> > didn't charge anything there so I go to the on line account info center
> > (it's a Discover card) and see that there is a transaction for that

amount
> > on that date but the payee is somebody else.
> > Anybody else have or had this one?????

> Go to Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames
> Sort by Name. Find the payee that is listed wrongly. Note the "Payee
> Name Variation", and Delete or Move at the bottom to change or
> remove the association.
> If the term you noted is something like SECURITY CREDIT or PAYMENT,
> click on GoToPayeeRulesManager. Excluded Payee Names
> identifies words and phrases that should be ignored from the payee
> field (e.g., check, deposit). Add 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.
> Set Tools-> Options-> Online Services-> ShowStandardizedPayeeNames to
> combine payees that differ only by a number at the end. This may
> work better after you have combined payees from previous downloads.



 
Old 04-30-2004, 04:53 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Another credit card payee problem

In microsoft.public.money, Bob Rion wrote:

- quote -

> I am having a problem for about a month or two now where downloaded credit
> card transactions will have the wrong payee in them. This is not the result
> of mismatching with the wrong transaction. These transactions don't get
> matched at all. So far it has only happened to transactions that I have not
> entered manually so there is no match. I recognize the payee but I know I
> didn't charge anything there so I go to the on line account info center
> (it's a Discover card) and see that there is a transaction for that amount
> on that date but the payee is somebody else.
> Anybody else have or had this one?????


Go to Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames

Sort by Name. Find the payee that is listed wrongly. Note the "Payee
Name Variation", and Delete or Move at the bottom to change or
remove the association.

If the term you noted is something like SECURITY CREDIT or PAYMENT,
click on GoToPayeeRulesManager. Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit). Add 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.

Set Tools-> Options-> Online Services-> ShowStandardizedPayeeNames to
combine payees that differ only by a number at the end. This may
work better after you have combined payees from previous downloads.

  #-1  
Old 04-30-2004, 04:10 PM
Bob Rion
Guest
 
Posts: n/a
Default Another credit card payee problem

I am having a problem for about a month or two now where downloaded credit
card transactions will have the wrong payee in them. This is not the result
of mismatching with the wrong transaction. These transactions don't get
matched at all. So far it has only happened to transactions that I have not
entered manually so there is no match. I recognize the payee but I know I
didn't charge anything there so I go to the on line account info center
(it's a Discover card) and see that there is a transaction for that amount
on that date but the payee is somebody else.
Anybody else have or had this one?????

Thanks


 

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card, credit, payee, problem
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