When
payees (A person or
business to whom you write a check or make some other kind of
payment.) or banks enter the payee name in a transaction,
they may include the date, the transaction number, or part of an
address as part of the
Payee name, in addition to
or instead of a name that you might recognize. To help you see only
the most relevant information in a payee name, you may choose to
have Money standardize payee names by automatically removing
numbers and symbols. Unfortunately, if a payee name contains
only numbers and symbols and you choose to remove them,
the payee name will be blank. If this happens frequently, you may
want to turn off the setting that has Money standardize payee
names.
Note
When matching payee names, Money already ignores common words
like Debit and Check. You can
control the list of words that Money ignores by using the
Payee Rules Manager. To go to the Payee Rules
Manager:
- Click Banking, click Account
Tools, and then click Categories &
Payees.
- In the left pane under View, click
Payees.
- In the left pane under Common tasks, click
Go to Payee Rules Manager.