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Money auto-assign category to downloaded transactions
It's happened several times, but I can't quite pinpoint the trigger to
it. Every now and then, when I download transactions into Money, it random assigns a category to all the transactions, and the category is the same one. For example, just earlier today, every transactions downloaded was assigned "automobile" as the category. I have tried different options under Tools - Setting - Online Sevices Setting, but I can't quite figure out how to prevent this from happening. Any idea? |
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Re: Money auto-assign category to downloaded transactions
In microsoft.public.money, namsilat wrote:
>It's happened several times, but I can't quite pinpoint the trigger to >it. Every now and then, when I download transactions into Money, it >random assigns a category to all the transactions, and the category is >the same one. For example, just earlier today, every transactions >downloaded was assigned "automobile" as the category. I have tried >different options under Tools - Setting - Online Sevices Setting, but >I can't quite figure out how to prevent this from happening. Any idea? Suppose the last incorrect Payee that got associated with such a transaction is Automobile. 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 Automobile. Delete the entries that are not necessarily Automobile. 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 |
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