Re: Money auto-assign category to downloaded transactions by Cal
Cal
Sun Jul 13 21:20:25 CDT 2008
In microsoft.public.money, namsilat wrote:
>It's happened several times, but I can't quite pinpoint the trigger to
>it. Every now and then, when I download transactions into Money, it
>random assigns a category to all the transactions, and the category is
>the same one. For example, just earlier today, every transactions
>downloaded was assigned "automobile" as the category. I have tried
>different options under Tools - Setting - Online Sevices Setting, but
>I can't quite figure out how to prevent this from happening. Any idea?
Suppose the last incorrect Payee that got associated with such a
transaction is Automobile.
Go to
Banking->AccountTools->Categories&Payees->Payees->PreferredPayeeNames
which shows how downloaded names are translated into Payees.
Record the Payee Name Variation(s) shown for Automobile. Delete the
entries that are not necessarily Automobile.
Then click on GoToPayeeRulesManager. Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit). Add each word or phrase that was
listed as a Payee Name Variation that you recorded.
While you are at it, it is usually a good idea to select
Tools->Settings->OnlineServices->ReplacePayeeNames....
You may want to set
Tools->Settings->OnlineServices->AddADescriptionToTheMemoField