Cleaning Out Preferred Payee Names

This is a discussion on Cleaning Out Preferred Payee Names within the Microsoft Money forums in Microsoft Tools category; My installations of Money 2004 and the one I upgraded to Money 2008 have gotten rather bloated with Preferred Payee Names. I can use the Preferred Payees Rules Manager to see them. However, it is most difficult to delete entries because one can only delete one at a time. For example, I have tons of entries Check 1 Payee Check 2 Payee Check 1000 Payee I would like to delete these 1000 entries, but did not want to be forced to do them one at a time. I would really like to delete them all and start over. Is there ...

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  #1  
Old 09-07-2007, 11:07 AM
MikeV06
Guest
 
Default Cleaning Out Preferred Payee Names

My installations of Money 2004 and the one I upgraded to Money 2008 have
gotten rather bloated with Preferred Payee Names.

I can use the Preferred Payees Rules Manager to see them. However, it is
most difficult to delete entries because one can only delete one at a time.
For example, I have tons of entries

Check 1 Payee
Check 2 Payee

Check 1000 Payee

I would like to delete these 1000 entries, but did not want to be forced to
do them one at a time. I would really like to delete them all and start
over.

Is there any more efficient means to clean of the Preferred Payee name
list?

I do have an excluded entry for Check, but that does not seem to make a
difference, I am still getting those entries.

How do I stop something like:

10 entries in the preferred payee list

Payee name Variation Payee
WAL-MART #5433 WAL-MART #5433 SE2 HOT SPRI

Then

14 entrees underneath that

Payee name Variation Payee
WAL-MART #5433 SE2 HOT SPRI WAL-MART #5433 SE2 HOT SPRIN


I am obviously not using this feature correctly.

How to clean it out?

How to stop the list from getting bloated again?

Thanks,

Mike
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  #2  
Old 09-07-2007, 11:34 AM
Cal Learner-- MVP
Guest
 
Default Re: Cleaning Out Preferred Payee Names

In microsoft.public.money, MikeV06 wrote:

>My installations of Money 2004 and the one I upgraded to Money 2008 have
>gotten rather bloated with Preferred Payee Names.
>
>I can use the Preferred Payees Rules Manager to see them. However, it is
>most difficult to delete entries because one can only delete one at a time.
>For example, I have tons of entries
>
>Check 1 Payee
>Check 2 Payee
>
>Check 1000 Payee
>
>I would like to delete these 1000 entries, but did not want to be forced to
>do them one at a time. I would really like to delete them all and start
>over.
>
>Is there any more efficient means to clean of the Preferred Payee name
>list?
>
>I do have an excluded entry for Check, but that does not seem to make a
>difference, I am still getting those entries.
>
>How do I stop something like:
>
>10 entries in the preferred payee list
>
>Payee name Variation Payee
>WAL-MART #5433 WAL-MART #5433 SE2 HOT SPRI
>
>Then
>
>14 entrees underneath that
>
>Payee name Variation Payee
>WAL-MART #5433 SE2 HOT SPRI WAL-MART #5433 SE2 HOT SPRIN
>
>
>I am obviously not using this feature correctly.
>
>How to clean it out?
>
>How to stop the list from getting bloated again?


Set
Tools->Settings->OnlineServiceSettings->ShowStandardizedPayeeNames
to combine payees that differ only by a number and/or punctuation.
This may work better after you have combined payees from previous
downloads.
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