Deleting Payees?

Do any of you delete your payees in your money file? I exported the
"Transactions by Payee" report to Excel and determined that I have
nearly 1300 unique payees, many of which are of the form:

BKOFAMERICA ATM #23236538
BKOFAMERICA ATM #43882303

I can go into Categories & Payees and move all of these into a single
"Bkofamerica Atm" payee, but I can only do this one by one.

The reason that I ask is that occasionally, I need to search for
something by payee name and the list of payees is extraordinarily
long.

How do all of you deal with this? Ignore it? Delete them?
Something else?

via_newsgroup
Tue May 24 12:07:10 CDT 2005

In microsoft.public.money, Mark Horn wrote:

>Do any of you delete your payees in your money file? I exported the
>"Transactions by Payee" report to Excel and determined that I have
>nearly 1300 unique payees, many of which are of the form:
>
> BKOFAMERICA ATM #23236538
> BKOFAMERICA ATM #43882303
>
>I can go into Categories & Payees and move all of these into a single
>"Bkofamerica Atm" payee, but I can only do this one by one.

Set
Tools->Options/Settings->OnlineServices->ShowStandardizedPayeeNames
to combine payees that differ only by a number. This may work
better after you have combined payees from previous downloads.

>
>The reason that I ask is that occasionally, I need to search for
>something by payee name and the list of payees is extraordinarily
>long.

Tools->FindAndReplace will let you search for payees that have some
name or phrase in common.


>
>How do all of you deal with this? Ignore it? Delete them?
>Something else?

via_newsgroup
Tue May 24 12:09:49 CDT 2005

In microsoft.public.money, Mark Horn wrote:

>
>The reason that I ask is that occasionally, I need to search for
>something by payee name and the list of payees is extraordinarily
>long.
>
>How do all of you deal with this? Ignore it? Delete them?
>Something else?

Also,
[M05]Tools->Settings->AccountSettings(global)->ConfirmNewPayees
Tools->Options->Editing->ConfirmNewPayees will give you the
option to not add a payee to the list that you are using one time
only.

Dick
Tue May 24 12:17:28 CDT 2005

Yet another reason...

See http://umpmfaq.info/faqdb.php?q=63. I have over 1,200 implicit and
explicit payees. Only about 50 or so of those are explicit. Periodically I
get the list of all Payees from transaction data and reduce it (in Excel or
Access) to unique entries. I then scan the list and find typos and subtle
changes of names of Payees as I entered them that haven't actually changed
in real life and I go fix these transactions. I also leave the confirm payee
addition flag set. I catch lots of typos and data entry mistakes (e.g., Wal
Mart vs. WalMart vs. Wal-Mart) this way just because it asks about names
that I think should already be in the implicit list. Periodically I scrub
the explicit list for payees that are no longer relevant--those get removed
from the explicit list though they happily remain in the implicit list.

"Mark Horn" <mark@hornclan.com> wrote in message
news:slrnd96mh0.osb.mark@home.hornclan.com...
> BKOFAMERICA ATM #23236538
> BKOFAMERICA ATM #43882303

AllenChen
Tue May 24 20:27:01 CDT 2005

Problem is that for online payees Money does not ask for confirmation.

Check out Find & Replace under Tools to see if you can locate these similar
payees and repace them all with one.

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, Mark Horn wrote:
>
> >
> >The reason that I ask is that occasionally, I need to search for
> >something by payee name and the list of payees is extraordinarily
> >long.
> >
> >How do all of you deal with this? Ignore it? Delete them?
> >Something else?
>
> Also,
> [M05]Tools->Settings->AccountSettings(global)->ConfirmNewPayees
> Tools->Options->Editing->ConfirmNewPayees will give you the
> option to not add a payee to the list that you are using one time
> only.
>
>

Dick
Wed May 25 07:23:19 CDT 2005

Is this true for payees found in downloaded transaction data or just epay
payees? Are you saying payee names found in downloaded transaction data
automatically and without recourse besides deletion become explicit payees?
If so, that's yet another reason...

"Allen Chen" <AllenChen@discussions.microsoft.com> wrote in message
news:1AC74C10-73A8-4686-AC75-B4395002C01A@microsoft.com...
> Problem is that for online payees Money does not ask for confirmation.
>
> Check out Find & Replace under Tools to see if you can locate these
> similar
> payees and repace them all with one.

Mark
Wed May 25 10:37:14 CDT 2005

Look at :
Tools - Settings - Online Services - "Replace downloaded payee names with
user-altered names when available"
might also what to look at "Show standardized payee names for which a name
match is not found"

-Mark

"Allen Chen" <AllenChen@discussions.microsoft.com> wrote in message
news:1AC74C10-73A8-4686-AC75-B4395002C01A@microsoft.com...
> Problem is that for online payees Money does not ask for confirmation.
>
> Check out Find & Replace under Tools to see if you can locate these
similar
> payees and repace them all with one.
>
> "Cal Learner-- MVP" wrote:
>
> > In microsoft.public.money, Mark Horn wrote:
> >
> > >
> > >The reason that I ask is that occasionally, I need to search for
> > >something by payee name and the list of payees is extraordinarily
> > >long.
> > >
> > >How do all of you deal with this? Ignore it? Delete them?
> > >Something else?
> >
> > Also,
> > [M05]Tools->Settings->AccountSettings(global)->ConfirmNewPayees
> > Tools->Options->Editing->ConfirmNewPayees will give you the
> > option to not add a payee to the list that you are using one time
> > only.
> >
> >

Chris
Wed May 25 21:18:08 CDT 2005

In addition to other suggestions, have you looked at 'Preferred Payee Names'
and 'Payee Rules Manager'? This will only help you prospectively, not
retrospectively.
--
Chris Cowles
Gainesville, FL



"Mark Horn" <mark@hornclan.com> wrote in message
news:slrnd96mh0.osb.mark@home.hornclan.com...
> ...
> How do all of you deal with this? Ignore it? Delete them?
> Something else?