Not sure how it happened but my version of Money changed the name of my
mortgage payee to another. This affected all my loan payments dating back 5+
years. This entry is generated by a auto bill viewable in bill summary. I
fixed the future transaction by editing the bill but all the prior payments
are wrong. Is there any way to change this as a batch instead of each
transaction? This is very time consuming.
Thanks... & Happy New year
In microsoft.public.money, SCOTT wrote:
>Not sure how it happened but my version of Money changed the name of my
>mortgage payee to...Franklin mint putting share withdrawal into every payee
I've opened up the OSX that my bank downloads into money and I'm seeing it
looks like xml. The <name> has share withdrawal in every entry and the memo
field seems to have more specific info. Is there anyway to make money use
the memo field instead.
I'm working on a prgram to make the switch for me, but that's going to take
...How do I automatically assign a category to a specific payee?
In MS Money 2006, is there a way to assign a category to reoccurring payees
so I don't have to keep manually assigning them? For instance, if there is a
chare from a particular store, is there a way to automatically assign the
Grocery category to it?
Thanks in advance.
In microsoft.public.money, chummer407 wrote:
>In MS Money 2006, is there a way to assign a category to reoccurring payees
>so I don't have to keep manually assigning them? For instance, if there is a
>chare from a particular store, is there a way to automatically assign the
>Grocery category to it?
...Pulldown for epay shows all payees, not online payees
I've been playing with the Money 2004 trial for the past
week and like it enough to consider switching from
Quicken, but there is one issue that really irritates me,
and I'm hoping there is a way to fix it.
I have only a handful of payees enabled to receive online
bill payments. However, when I go to the electronic
payment screen, the payee pulldown contains *all* payees
in my register.
I'm forced to hunt through the hundreds of payees that I
never pay online to find the few payees that to whom I do
Is there a way to set an option that limits the sc...Payee Manager / Standardized Payees Not Working
A couple months back the word "Checkcard" started showing up in many of my
bank transactions. By default, it's one of the words in the payee manager
that should be removed before checking for user defined payee names and if
not found shouldn't show up at all in the payee name if using standardized
My understanding is the process should work like this...
Process with Payee Rules Manager, remove keywords, numbers, symbols to
create "standardized name"
Attempt lookup for payee using standardized name
Display User Paye...Autocomplete payee
I just upgraded from Money 2003 to Money 2005. Is there any way to turn off
the payee autocomplete when entering or editing a transaction? I can
understand why it's there, but for me, it's really distracting and annoying.
It was there in Money 2003, but it was an option that could be turned off.
In microsoft.public.money, Irene wrote:
>I just upgraded from Money 2003 to Money 2005. Is there any way to turn off
>the payee autocomplete when entering or editing a transaction? I can
>understand why it's there, but for me, it's really distracting and annoying. ...creating associations between payees and categories
I'm a new user and apologise for what I suspect is an elementary
question, although it has taxed me some hours without success.
Is there a way of creating an association between a frequent payment
and a category ? For example, can I make it so that Money
automatically puts down payments to my favourite restaurants and bars
to food & drink ? Ditto supermarkets.
I've downloaded six months-worth of statement and had to do this
manually for each trip out, and it seems to me that their should be a
quicker way. It has illuded me.
Many thanks. (I'm using money 2004 under W2K)
...Certain Payees filtered from Payee-list
Since I changed from the former Money version (MS Money 2005) to MS
Money Plus Deluxe I have a strange phenomenon:
Certain payees are not shown in the Payees-list (even though they appear
in dozens if not hundreds of payments as payees - e.g. my health
The annoying side effect of this is, that when I start typing the name,
it is NOT automatically completed - as it used to be. Instead I have to
type the *entire* name. Strange enough when I then hit enter, then the
amount and category of the last payment to that payee are found and
entered as defaults.
What could cau...Money '06
I'm using Money 2006 and Bank or America. All transaction descriptions are in
a format of:
PURCHASE [transaction ID] ON [date] AT [payee]
But money seems to dump anything after the slash in the date.
PURCHASE XXXXXXXXXXXXXXXX ON 08/
Which makes it impossible to categorize transactions, or even see what the
transaction is. Is there any known solution to fix this?
Shaun H wrote:
> But money seems to dump anything after the slash in the date.
> Which makes it impossible to categorize transactions, or even see what the
> transaction is. Is there any known solut...Account Register Payee/Memo Issues
My bank lists my transactions as either a withdrawal, deposit or
transfer. Then there is a subcategory that lists the details of that
transaction, if any. The problem I am having is that MSM downloads the
data from my bank, and when I open the account register all I see is a
page full of withdrawals and deposits. If I go to the advanced register
I can see the detailed info MSM has downloaded and put into the memo
field, but the issue that I am having is that MSM will not categorize
using the memo field, nor can I find a way for MSM to automatically
fill in the transaction field from the memo d...payee
when setting up a new bill, it does not give me the
option of making it a one time payment. the bill setup
are seems to only do recurring payments. how do you put
in a payee that is not recurring?
It's not the payee, it's the frequency that gives you the option to do that.
"david" <firstname.lastname@example.org> wrote in message
> when setting up a new bill, it does not give me the
> option of making it a one time payment. the bill setup
> are seems to only do recurring payments. how do you put
> in a pay...How to see transactions by payee from payee page?
one of the most routine operations in Money 2007 is when I'm concerned about
specific payee. I go to that payee and see the bars on the top and list of
transactions in the bottom. Usually, the next step is looking at the report
showing the same transactions, but with memo field, where I usually record
the time frame each payment was for. Is there a straighforward way way to
create "transactions by payee" report from the payee page? The only thing I
see is "zoom" of the bars, but that gives only totals - I have to go to the
general reports, and customize t...Missing payees in drop down list
I'm using Money Plus and I can't bring over new payees to the drop down list
when adding a transaction. All payees are in the payee list in "account
tools/catagories&payees" but they don't show up in the drop down list.
However if I manually start to type them in, auto complete will show them.
I've tried changing the name, deleting, and adding as new, but neither option
brings them to the drop down list. Any help is appreciated.
I've managed to discover my error. When looking in my Account Register and
seeing Payees in question I noticed as I right c...Downloaded payees automatically added to payee list
Please tell me that in Money 2006, Microsoft has finally fixed the bug
where the payees in my downloaded transactions are automatically added
to my payee list (this despite the fact that I've checked off the
option "Confirm new payees"). This alone would be worth the upgrade.
On the subject of 2006, does anyone know if Microsoft added the cookie
jar concept to accounts? The cookie jar allows you to squirrel money
away within an account.
>Please tell me that in Money 2006, Microsoft has finally fixed the bug
>where the payees in my downlo...What do you use for Payee when moving money from one acct to anoth
I have a bunch of different things for Payee when I transfer money around.
Sometimes I have myself listed, sometimes the account, sometimes, simply
What do you guys use?
In microsoft.public.money, db wrote:
>I have a bunch of different things for Payee when I transfer money around.
>Sometimes I have myself listed, sometimes the account, sometimes, simply
>What do you guys use?
If I enter it by hand, I usually leave it blank.
I use my first name or my wife's, depending on which account the transfer is
I want Money 2005 to use the Payee names my bank uses when
I insert a payment into the register. I have a list of Preferred Payee
Names but want to change these to what the banks uses.
Any help will be appreciated.
In microsoft.public.money, JamesJ wrote:
>I want Money 2005 to use the Payee names my bank uses when
>I insert a payment into the register. I have a list of Preferred Payee
>Names but want to change these to what the banks uses.
>Any help will be appreciated.
To reduce the number of existing payees, go to
When I download my statement the payees all appear as POS
purchases, EFT withdrawals, etc and not the actual
payees,they are only appearing in the memo section.
When I do the reports to find out where my money is going
it will not find it unless I manually change all the
payees to the proper names. (Quicken would use the
proper names in the payee section)
Is there something I don't have set up properly or is
this just the way the program works.
Thanks in advance
"POS purchase", "EFT withdrawal", etc. is what is provided by the financial
institution(s) that ...Automatic addition to payee list
I travel all the time in a motorhome, and use Visa for
most expenses. I download my Visa transactions as QIF
files and import them into Money 2003. My problem is that
Money automatically adds each new payee to the list of
payees. My list of payees just keeps growing and Growing
Does anyone know of a way to stop the automatic addition
to the list? I know I can manually remove them, I would
just rather they weren't added in the first palce.
"Travel'n Bill" <email@example.com...Payee on check different than "my" payee name
Hi, A lot of companies are requesting that checks be payable to "a bunch of
letters," that is not an acronym I will ever remember. The latest is *AAUM*
for the University of Michigan Alumni Association, which I have as U of M
Alumni Association." Since my payees that start with AA... are for Ann
Arbor this doesn't work well for me.
Assuming that I am wish to comply with their request, can I have a different
"print on check as" like in QuickBooks; or can I use the nice "payee
variation feature in money" in some creative way to achieve this effect. A
hack...Categories assigned by Payee
How do I get Categories to be assigned automatically
based on Payee. This would seem to be a basic function;
I really should not have to manually assign
Food:groceries to every Shop-Rite transacton, but I can't
seem to find how to do it.
In microsoft.public.money, Roger wrote:
>How do I get Categories to be assigned automatically
>based on Payee. This would seem to be a basic function;
>I really should not have to manually assign
>Food:groceries to every Shop-Rite transacton, but I can't
>seem to find how to do it.
Money should learn from experi...Payee rename
After upgrading to Money 2004 when attempting to connect
to financial institution error message:
Your request to pay payment of $113.04 to Bright House on
Wednesday, April 14, 2004 was not processed. The payee
information for Bright House may be invalid. Please go to
the Payee Details area to review the information, then try
your call again.
More Details: Invalid payee list id.
After speaking with my bank they said it was a software
issue. I deleted all the payees in money and now after
creating a new payee and using epay the payee sometime
changes in the register but is correct wi...dropped payees
how do i reactivated an inactive payee in money 2003? the
payee appears in the payees list but because they have
not been used since 2001 they are not in the drop down
list of the forms entry area.
...Epay creates new payee resulting in duplicate payee names
This is driving me a bit crazy. Even though I've created an EPay using an
existing payee, Money 2006 will often, but not always create a new identical
payee when the transaction is submitted to the bank. Interestingly, though
the EPay transactions are recorded in the "new" payee, if I select "go to
payee" from the bill pay menu, I'm taken to the "old" payee. Further
complicating things, after moving these transactions from new to old and
deleting the old payee, EPay transactions are still being posted to the
deleted new payee. You can't see ...Undelete Payees
Is it possible to undelete payees in MS Money 2007?
Depends on what you mean. If you mean there is a Payee in the registers that
is not listed in the explicit list (Categories & Payees|Payees), yes. Just
go add it (New...?) to Categories & Payees|Payees with the name typed the
exact same way.
"SMC" <firstname.lastname@example.org> wrote in message
> Is it possible to undelete payees in MS Money 2007?
...Translating a payee
Hi.. see this http://img175.imageshack.us/img175/7730/clipboard02hd4.jpg
Once I reconcile, it just shows just as POS Debit. Is there a way Money can
change these to what is listed as the payee in the memo section?
In microsoft.public.money, WendyC88 wrote:
>Once I reconcile, it just shows just as POS Debit. Is there a way Money can
>change these to what is listed as the payee in the memo section?
Excluded Payee Names identifies words and phrases that should be
ignored from the ...