Dealing with downloaded statement format

Ok, I've set up a credit card account in money. When I
download my statement from my credit card company, a lot
of the company names are really long with a lot of
garbage, shortenend, etc.

I'm just wondering what people do to solve this? If you
don't do anything, it will add a lot of weird names to
yoru payee list. I like to keep things nice and neat.

Is it possible to first download in Excel, format, and
then import into Money? I know it's an extra step but I
would be willing to do that to keep it neat.

Thanks for your help.

Dick
Tue Apr 13 22:58:28 CDT 2004

I know you are going to think this a crank answer and maybe it is, but I
deal with this problem by skipping it entirely. I enter my transactions by
hand. I get it my way the first time, no muss, less fuss that futzing with
the downloaded transactions.

"Mike" <mckeand13@yahoo.com> wrote in message
news:1c7d701c421d3$9dc47310$a101280a@phx.gbl...
> Ok, I've set up a credit card account in money. When I
> download my statement from my credit card company, a lot
> of the company names are really long with a lot of
> garbage, shortenend, etc.
>
> I'm just wondering what people do to solve this? If you
> don't do anything, it will add a lot of weird names to
> yoru payee list. I like to keep things nice and neat.
>
> Is it possible to first download in Excel, format, and
> then import into Money? I know it's an extra step but I
> would be willing to do that to keep it neat.
>
> Thanks for your help.

Scott
Wed Apr 14 00:38:56 CDT 2004


"Mike" <mckeand13@yahoo.com> wrote in message
news:1c7d701c421d3$9dc47310$a101280a@phx.gbl...
> Ok, I've set up a credit card account in money. When I
> download my statement from my credit card company, a lot
> of the company names are really long with a lot of
> garbage, shortenend, etc.
>
> I'm just wondering what people do to solve this? If you
> don't do anything, it will add a lot of weird names to
> yoru payee list. I like to keep things nice and neat.
>
> Is it possible to first download in Excel, format, and
> then import into Money? I know it's an extra step but I
> would be willing to do that to keep it neat.
>
> Thanks for your help.

If you input transactions by hand for the first month or two, then download,
Money should be able to connect the garbageous online information to the
hand-entered information when you match and accept the transactions. Future
downloads should automatically pick up that information, once Money has some
data to work from.

Starting with Money 2003, there is a Payee Rules Manager, which has an
"Excluded payee names" section and a "Preferred payee matches" section,
which makes it easier to manage that stuff

--
Scott Tyler
agent_scotty-at-hotmail-dot-com

wj
Wed Apr 14 10:24:45 CDT 2004

Before you "accept" the downloaded statement, the payee names do not stay on
the payee list. You can look over and make changes as you like, the edited
payee names will then remain in the payee list.

Later, when Money has some data to compare, it will assign based on match,
but still you need to look over each transactions for payee name, category,
and then "accept" each statement.


"Mike" <mckeand13@yahoo.com> wrote in message
news:1c7d701c421d3$9dc47310$a101280a@phx.gbl...
> Ok, I've set up a credit card account in money. When I
> download my statement from my credit card company, a lot
> of the company names are really long with a lot of
> garbage, shortenend, etc.
>
> I'm just wondering what people do to solve this? If you
> don't do anything, it will add a lot of weird names to
> yoru payee list. I like to keep things nice and neat.
>
> Is it possible to first download in Excel, format, and
> then import into Money? I know it's an extra step but I
> would be willing to do that to keep it neat.
>
> Thanks for your help.