Re: Payee name variation by via_newsgroup
via_newsgroup
Fri Dec 10 16:34:51 CST 2004
In microsoft.public.money, Patrick Simonds wrote:
>While trying to fix a problem I find myself going through my list of Payee
>name variations and I find entries like:
>
>Check 2295 trace #2411538
>Check 2296 trace #2411542
>Check 2297 trace #2411551
>
>And then an associated Payee. Is there any way to have Money 2005 exclude
>entries like this?
To reduce the number of existing payees, go to
Accounts&Bills->Categories&Payees->Payees ; select a payee and
use Move to combine payees. This is better in most cases than
Delete. Advanced Find&Replace may also be useful in consolidating.
Tools->Options->OnlineServices->ReplacePayeeNames...
enables replacement of payees with names you have used.
Accounts&Bills->Categories&Payees->Payees->PreferredPayeeNames
shows how downloaded names are translated into Payees.
Also click on GoToPayeeRulesManager. Your downloaded transactions
may come with some generic term where the Payee should be.
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. There are
no wildcards, so check 334, check 335, and check 336 will each be
treated as potential new payee names. To handle that, set
Tools->Options->OnlineServices->ShowStandardizedPayeeNames to
combine payees that differ only by a number. This may work better
after you have combined payees from previous downloads.