When I download my bank statements, Money is automatically filling in the
payee for every transaction. It is, of course, the wrong payee in most cases.
How do I stop this from happening?
Thanks,
Angie Clark
by Angie Clar » Wed, 08 Dec 2004 01:17:04
Thanks,
Angie Clark
by Cal Learner-- M » Fri, 10 Dec 2004 08:23:37
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 were
listed as a Payee Name Variation that you recorded.
While you are at it, it is usually a good idea to select
Tools->Options->OnlineServices->ReplacePayeeNames....
[M05]Tools->Settings->OnlineServices->ReplacePayeeNames....
1. auto fill payee download is wrong
MS Money 2002 and often I find that the auto fill payee
and category is wrong. I may have purchased gasoline with
a Debit card and when I download my transactions this
purchase might be listed as to some hospital I do bizness
with. consequently my records for tax purposes and
others are useless unless I go through each transaction
and verify. any ideas?
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