Money doesn't match some payee names
When you download transactions, some payee names include transaction information such as the date or amount of the transaction. For example, one transaction may use the payee name Woodgrove Bank #123--- 01/01/06, while another transaction from the same payee uses Woodgrove Bank #456--- 01/03/06. Because the payee name varies for each transaction, Money doesn't recognize them as a single payee.

You can solve this problem by having Money remove all the numbers and symbols from payee names. For example, the payee name Woodgrove Bank #123--- 01/01/06 would be changed to just Woodgrove Bank. Standardizing payee names makes it easier for Money to identify them.

To turn on the standardization of payee names:
  1. On the Tools menu, click Settings.
  2. Click Online service settings.
  3. Select the Show standardized payee names for which a name match is not found check box.


When matching payee names, Money already ignores common words like transaction 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:

  1. Click Banking, click Account Tools, and then click Categories & Payees.
  2. In the left pane under View, click Payees.
  3. In the left pane under Common tasks, click Go to Payee Rules Manager.