Viper
Fri Feb 04 19:59:04 CST 2005
"Cal Learner-- MVP" wrote:
> In microsoft.public.money, Viper wrote:
>
> >"Cal Learner-- MVP" wrote:
> >
> >> In microsoft.public.money, Viper wrote:
> >>
> >> >How do I make Payees automatically match when the only difference in the name
> >> >is an incrementing number? For instance Wal-mart adds a purchase number:
> >> >Walmart 01234
> >> >Walmart 27363
> >> >How do I get all of the Walmart register entries under one payee? Is there
> >> >something I can use in the Payee Name Variation box that will encompass
> >> >everthing with Walmart in the name like * Walmart * Some symbol that means
> >> >all numbers and letters (you know like the Del *.* command). Please give me
> >> >any examples you can think of.
> >> >
> >> >As a side note, I have to complain about the poor help the help window
> >> >provides. The online manual doesn't help me much either.
> >>
> >> The thing that may well help you is to set
> >> Tools->Options/Settings->OnlineServices->ShowStandardizedPayeeNames
> >> to combine payees that differ only by a number or punctuation. This
> >> may work better after you have combined payees from previous
> >> downloads using Move.
> >>
> >> Per
> >>
http://support.microsoft.com/default.aspx?scid=kb;en-us;829141&Product=mny
> >>
> >>
> >I should have mentioned that I am using Money 2005. Is the procedure the
> >same? I do not see the things you are mentioning in the online services
> >section.
>
> Very similar. Just a little navigation differences. Here are some
> other things to consider while you are in the neighborhood.
>
> [M05]Tools->Settings->AccountSettings(global)->ConfirmNewPayees will
> give you the option to not add a payee to the list that you are
> using one time only.
>
> To reduce the number of existing payees, go to
> [M05]Banking->AccountTools->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.
>
> [M05]Banking->AccountTools->Categories&Payees->Payees->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.
> Unfortunately there are no wildcards, so check 334, check 335, and
> check 336 will each be treated as potential new payee names. Set
> [M05]Tools->Settings->OnlineServices->ShowStandardizedPayeeNames to
> combine payees that differ only by a number at the end. This may
> work better after you have combined payees from previous downloads.
>
I started using the move command and now my whole register is messed up.
Now I have doubles of the same transactions. Payees I moved are now just
copies of the payee I moved it to. Luckily I only have one month to rebuild.
If I rename the Payee to the Payee name I want and select YES when it asks if
I want to match it, then it adds it to the match list. This way doesn't skew
up my register. It is still a very inefficient way to do it, that is why it
would be great if there was a wildcard. Does Quicken have an eaiser way to
do this?