Hy my name s Felipe and this is my 1st post here.
I tried to find that info in Google before posting here but there is just
too much garbage and I could not find it.

My problem is this:
My bank insue statements that when I upload into Money the description of
the PAYEE is in the MEMO field this makes my life more complicated because I
have to manually use "find and replace" every time (weekly) I upload a new
statement. I guess such a nice software does have a way to specify that
everytime I upload this statement it read the value in the MEMO field and
throw it in the PAYEE field. Or read the NUMBER field and write down specific
description in the PAYEE field.

Thank you
Felipe

In microsoft.public.money, Felipe wrote:

>
>My problem is this:
>My bank insue statements that when I upload into Money the description of
>the PAYEE is in the MEMO field this makes my life more complicated because I
>have to manually use "find and replace" every time (weekly) I upload a new
>statement. I guess such a nice software does have a way to specify that
>everytime I upload this statement it read the value in the MEMO field and
>throw it in the PAYEE field. Or read the NUMBER field and write down specific
>description in the PAYEE field.

Unfortunately Money won't do that. It is also unfortunate that the
bank does not put the Payee into the PAYEE field.

The Payee Rules Manager will at least keep Money from guessing if
the PAYEE field has some generic string where the Payee should be.

Suppose the last incorrect Payee that got associated with such a
transaction is ABCDEFG.

Go to
Banking->AccountTools->Categories&Payees->Payees->PreferredPayeeNames
which shows how downloaded names are translated into Payees.
Record the Payee Name Variation(s) shown for ABCDEFG. Delete the
entries that are not necessarily ABCDEFG.

Then click on GoToPayeeRulesManager. Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit). Add each word or phrase that was
listed as a Payee Name Variation that you recorded.

While you are at it, it is usually a good idea to select
Tools->Settings->OnlineServices->ReplacePayeeNames....

You may want to set
Tools->Settings->OnlineServices->AddADescriptionToTheMemoField