via_newsgroup
Wed Oct 15 15:25:28 CDT 2003
In microsoft.public.money, <anonymous@discussions.microsoft.com>
wrote:
>It seems each time i install a new version of Money I get
>duplicate payees. On ehas the address I entered and the
>other is blank.
>
Your downloaded transactions may come with some generic term where
the Payee should be. In Money 2003 and 2004 the
Accounts&Bills->Categories&Payees->Payees->PreferredPayeeNames
shows 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.
>Any ideas?
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.