Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 06-02-2004, 11:02 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Dates in payee info preventing catagorization

In microsoft.public.money, Doug d. wrote:

- quote -

> Haven't heard from anyone yet. Any takers know how to
> filter out bogus info like dates from the 'payee' line so
> that Money auto-categorizes based on the rest of the
> information?


Well dang.

- quote -

> I'm using Bank of America, and am exporting a statement
> that has lines which start with a date, and apparently
> causes Money to think every single entry is a unique
> vendor.
> 03/05 AT Some Vendor A
> 03/07 AT Some Vendor B
> 03/08 AT Some Vendor A
> 03/15 AT Some Vendor C
> Money would import these, and think the 03/05 and 03/08
> entries for "Some Vendor A" were different entries.
> Is there some way to filter these dates out so Money sees
> these as the same vendor?


No, unfortunately.

 
Old 06-02-2004, 10:27 PM
Doug d.
Guest
 
Posts: n/a
Default Dates in payee info preventing catagorization

Haven't heard from anyone yet. Any takers know how to
filter out bogus info like dates from the 'payee' line so
that Money auto-categorizes based on the rest of the
information?

I'm using Bank of America, and am exporting a statement
that has lines which start with a date, and apparently
causes Money to think every single entry is a unique
vendor.

03/05 AT Some Vendor A
03/07 AT Some Vendor B
03/08 AT Some Vendor A
03/15 AT Some Vendor C

Money would import these, and think the 03/05 and 03/08
entries for "Some Vendor A" were different entries.

Is there some way to filter these dates out so Money sees
these as the same vendor?


  #-1  
Old 06-02-2004, 08:54 AM
Doug d.
Guest
 
Posts: n/a
Default Dates in payee info preventing catagorization

I apologize if this has already been answered - I'm new
to Money 2004.

I'm using Bank of America, and downloading data as the
QTX file format. The problem is the payee info shows up
like:

03/04 AT COSTCO

Where a date and the word "AT" is always at the
beginning. Because of this, Money seems to think every
single transaction is a different payee.

The filters don't seem to allow for regular expressions
which would make this trivial to exclude. Is there some
workaround?
 

Tags
catagorization, dates, info, payee, preventing
Similar Threads
Thread Forum Replies Last Post
payee info in B of A download
mdoyle: When I download my checking account info - all I get for Payee information for my EFT debit is "bank card purchase" or "interlink netowrk trans" -...
Microsoft Money 4 06-05-2004 08:08 PM
Re: M2003 - Epay Payee Info Prompting "Choose A Specific Payee" Dialog
Jeff Durham: I get this message because I have multiple payees that are different with the same name. For instance, you might have an American Express Blue Card...
Microsoft Money 3 08-15-2003 11:49 PM
Why is business info req'd in personal info??: Money '03 D/B
Verena Souw: Help! This is driving me nuts - I deleted my ms money file so I could start over, and now everytime I create a new file, Money asks me for my...
Microsoft Money 1 07-14-2003 12:27 PM



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 05:27 AM.