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