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#1
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| 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
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| 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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