Hi, please bear with me and thanks for your patience on my previous basic
questions.
I have searched the group for an answer and cannot find an MS FAQ to help,
but I have a pretty basic question or two.
I cannot figure out how to standardize Payee names. Based on advice posted,
I am using the advance register, version 2008 plus deluxe. When the
transactions downloaded, for exmaple, I'll see chik-fil-a and a store number
various times with different store numbers (yes.. luv chick fillet) I set
the setting to use standardzied payee names but I still get the store
numbers. When I change one such as cf#123 to just cf, the others obviously
don't change. So I tried in payee options to set any cf download with a
store number to just cf, but it states I already use cf, choose something
else.
In acct tools->catagories and payees->payees rules manager, how do I set any
download of a retailer with any variations to just one single name? Under
preferred payee name on the left, I have about 5 different versions of a
store such as chik-fil-a #123, chik-fil-a #456, chik-fil-a #789 etc. For
123, Iset payee name variation to just chik-fil-a, but when I try to add the
same thing to entry 456, it tells me it is already being used as a payee
name or variation. This is backwards from quicken where I create a
variation and then assign all the various downloaded store numbers to it.
Also, if I change a catagory and sub-catagory for a payee in the register,
will it stick going forward? It doesn't seem like it does that and I cannot
find a master list of what payee has what catagory assigned to it.
Thanks..