Unless they add the ability to use wildcards in setting up preferred payees,
your stuck having to manually adjust these. It's really bad if you use Bank
of America. Here is what a typical transaction from BofA now looks like.

INTERLINK NETWORK TRANS 613 ON 05-12 CUSTOMER 9355148314 PAYMENT TO SAFEWAY
STORE 17 LINCOLN CA

Money has no idea what to do with this.

Matt


"Adam Windisch" <adamwindisch[at]hotmail.com> wrote in message
news:71cc427d.0406030929.4f9cdc95[at]posting.google.com...
- quote -

In microsoft.public.money, Adam Windisch wrote:

- quote -


Accounts&Bills-> Categories&Payees-> Payees-> PreferredPayeeNames
shows/controls how downloaded names are translated into Payees.

Click Payees in the left column, and you can see Payees. From
there, Move will let you consolidate payees.

Also 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.

Preferred Payee Matches let you see the strings associate with a
give payee, and Move lets you determine where the string will match
to a Payee in the future.

There are other features to explore on those pages.

I'm sure this is a quick answer. but I'm having trouble setting up
payees. I have all of these transactions from paychecks or different
gas stations with slightly different transaction names/numbers. I
want to be able to set it up so that they will all be catagorized as 1
company and 1 catagory (i.e.: Shell or the company I work for instead
of shell 122 N hamilton road, or COPCP 03122004). Any help would be
appreciated.

Thanks,
Adam Windisch