My transaction downloads with payee info include dates so
the software doesn't recognise the payee and therefore
does not automatically assign the category. How can I fix
this?

Re: Download Payee names include date by via_newsgroup

via_newsgroup
Wed Feb 18 22:22:40 CST 2004

In microsoft.public.money, Joe wrote:

>My transaction downloads with payee info include dates so
>the software doesn't recognise the payee and therefore
>does not automatically assign the category. How can I fix
>this?

Version?


Re: Download Payee names include date by Joe

Joe
Wed Feb 18 22:26:31 CST 2004


>-----Original Message-----
>In microsoft.public.money, Joe wrote:
>
>>My transaction downloads with payee info include dates
so
>>the software doesn't recognise the payee and therefore
>>does not automatically assign the category. How can I
fix
>>this?
>
>Version?

Version Money 2002
>
>.
>

Re: Download Payee names include date by Dick

Dick
Wed Feb 18 22:40:27 CST 2004

The only real FIX is for the people who generate the data to un-mung all of
this. That requires redesigning back room systems at financial institutions
worldwide. None of those systems was ever designed with things like Money
and transmitting this kind of information to customers in mind. And it
shows.

"Joe" <anonymous@discussions.microsoft.com> wrote in message
news:1299901c3f69f$5d724a30$a001280a@phx.gbl...
> My transaction downloads with payee info include dates so
> the software doesn't recognise the payee and therefore
> does not automatically assign the category. How can I fix
> this?



Re: Download Payee names include date by via_newsgroup

via_newsgroup
Wed Feb 18 23:11:51 CST 2004

In microsoft.public.money, Joe wrote:

>
>>-----Original Message-----
>>In microsoft.public.money, Joe wrote:
>>
>>>My transaction downloads with payee info include dates
>so
>>>the software doesn't recognise the payee and therefore
>>>does not automatically assign the category. How can I
>fix
>>>this?
>>
>>Version?
>
>Version Money 2002

OK.

First set Tools->Options->OnlineServices->ReplacePayeeNames....

Then go to Accounts&Bills->Categories&Payees->Payees and consolidate
Bens1234 and Bens3344 etc to Bens. Thereafter what we are intending
to see on future downloads is Bens7755 to come in as Bens.