Microsoft Money 2005

Cal Learner · Joined: 02 Aug 2007 Posts: 534

In microsoft.public.moneycentral, johnt wrote:

>When I assign a category to a downloaded checking transaction for budget
>expenses the next time I download current transactions from the bank it uses
>the last highlighted category on all the transactions. How do I stop this
>auto deal?

If your problem stems from a generic "payee" such as "check" etc
being assigned a category, you would want to use the Payee Rules
Manager to cause such fake Payees from being used as payees.

If that is the case, I can provide more info. If it is not what you
want, I don't know that you can.

The group for Microsoft Money is microsoft.public.money. If you use
the MS web interface, they call that "Money General".

johnt · Joined: 02 Aug 2007 Posts: 3

The categories are groceries, automobile-gasoline, utilities, travel etc. and
the last categorie used is the one that gets assigned to the next bank
download of transactions so I have to re-assian all of them. Thanks
--
John T.

"Cal Learner" wrote:

> In microsoft.public.moneycentral, johnt wrote:
>
> >When I assign a category to a downloaded checking transaction for budget
> >expenses the next time I download current transactions from the bank it uses
> >the last highlighted category on all the transactions. How do I stop this
> >auto deal?
>
> If your problem stems from a generic "payee" such as "check" etc
> being assigned a category, you would want to use the Payee Rules
> Manager to cause such fake Payees from being used as payees.
>
> If that is the case, I can provide more info. If it is not what you
> want, I don't know that you can.
>
> The group for Microsoft Money is microsoft.public.money. If you use
> the MS web interface, they call that "Money General".
>

Cal Learner · Joined: 02 Aug 2007 Posts: 534

In microsoft.public.moneycentral, johnt wrote:

>The categories are groceries, automobile-gasoline, utilities, travel etc. and
>the last categorie used is the one that gets assigned to the next bank
>download of transactions so I have to re-assian all of them. Thanks--
>John T.

Let me try again.

Suppose the last *Payee* you assigned to such a transaction is
ABCDEFG.

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 ABCDEFG. Delete
the entries that are not necessarily ABCDEFG.

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->Settings->OnlineServices->ReplacePayeeNames....

You may want to set
Tools->Settings->OnlineServices->AddADescriptionToTheMemoField

Now, yes, change the categories. But presumably you won't have the
same problem later.

>
>
>"Cal Learner" wrote:
>
>> In microsoft.public.moneycentral, johnt wrote:
>>
>> >When I assign a category to a downloaded checking transaction for budget
>> >expenses the next time I download current transactions from the bank it uses
>> >the last highlighted category on all the transactions. How do I stop this
>> >auto deal?
>>
>> If your problem stems from a generic "payee" such as "check" etc
>> being assigned a category, you would want to use the Payee Rules
>> Manager to cause such fake Payees from being used as payees.
>>
>> If that is the case, I can provide more info. If it is not what you
>> want, I don't know that you can.
>>
>> The group for Microsoft Money is microsoft.public.money. If you use
>> the MS web interface, they call that "Money General".
>>

johnt · Joined: 02 Aug 2007 Posts: 3

That worked!!! Thank You very much. John T.
--
John T.

"Cal Learner" wrote:

> In microsoft.public.moneycentral, johnt wrote:
>
> >The categories are groceries, automobile-gasoline, utilities, travel etc. and
> >the last categorie used is the one that gets assigned to the next bank
> >download of transactions so I have to re-assian all of them. Thanks--
> >John T.
>
> Let me try again.
>
> Suppose the last *Payee* you assigned to such a transaction is
> ABCDEFG.
>
> 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 ABCDEFG. Delete
> the entries that are not necessarily ABCDEFG.
>
> 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->Settings->OnlineServices->ReplacePayeeNames....
>
> You may want to set
> Tools->Settings->OnlineServices->AddADescriptionToTheMemoField
>
> Now, yes, change the categories. But presumably you won't have the
> same problem later.
>
>
> >
> >
> >"Cal Learner" wrote:
> >
> >> In microsoft.public.moneycentral, johnt wrote:
> >>
> >> >When I assign a category to a downloaded checking transaction for budget
> >> >expenses the next time I download current transactions from the bank it uses
> >> >the last highlighted category on all the transactions. How do I stop this
> >> >auto deal?
> >>
> >> If your problem stems from a generic "payee" such as "check" etc
> >> being assigned a category, you would want to use the Payee Rules
> >> Manager to cause such fake Payees from being used as payees.
> >>
> >> If that is the case, I can provide more info. If it is not what you
> >> want, I don't know that you can.
> >>
> >> The group for Microsoft Money is microsoft.public.money. If you use
> >> the MS web interface, they call that "Money General".
> >>
>