|
#2
| |||
| |||
| 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
| |||
| |||
| 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. |
| | |||
| |||
| In microsoft.public.money, Bob Rion wrote: - quote - > I am having a problem for about a month or two now where downloaded credit
Go to Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames> 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????? 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
| |||
| |||
| 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 |
| Tags |
| card, credit, payee, problem |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Credit card payee problem Dan: Hey all. I wonder if you can help me. I am having a problem when I download my credit card transactions from my bank. Its been working fine... | Microsoft Money | 2 | 04-26-2004 07:10 PM | |
| Problem with Credit Card Accounts Chad: See if anybody can get this one solved. I have a couple of credit card accounts entered into my debt planner. The planner accurately forecasts... | Microsoft Money | 4 | 03-03-2004 02:24 PM | |
| Problem showing refund to credit card Tom: I am tracking expenses on a large remodeling project. Purchases are generally made on a credit card. When unused building supplies are returned,... | Microsoft Money | 2 | 12-08-2003 01:06 AM | |
| Credit Card balance problem Michael S.: I have Money 2003 Deluxe and I have a problem every month where the credit card account shows I have an 'extra' payment transaction. Let's say I... | Microsoft Money | 2 | 08-22-2003 04:08 PM | |
| Thread Tools | |
| Display Modes | |
| |