[moneytalks] Re: Changing Payee Etc. Names

  • From: "Robert" <rrehahn@xxxxxxxxxxxxx>
  • To: <moneytalks@xxxxxxxxxxxxx>
  • Date: Sat, 21 Oct 2006 07:36:17 -0400

Margaret,

Woops, I meant with control plus T, not as I wrote:

You may have to begin this process by pretending to enter a new transaction with ctrl plus n, and just arrowing . . .

Steve
----- Original Message ----- From: "Robert" <rrehahn@xxxxxxxxxxxxx>
To: <moneytalks@xxxxxxxxxxxxx>
Sent: Saturday, October 21, 2006 7:25 AM
Subject: [moneytalks] Re: Changing Payee Etc. Names


Margaret,

Steve here.

This may help.

Regarding the payee/payer field name of Peapod. First, delete the bad versions with the alt plus d key.
Then create an absolutely new Peapod entry, the works, as if you made a transaction to them for the very first time. When using this payee in the future, the debit or credit status of this new entry, its category and subcategory if any, remain with the new entry and you will reproduce these statuses with the typing of a letter or two of the name and down arrowing to locate it in the payee/payer field.

For all those other versions of peapod with the long names, which are already in your registry, just hit enter on the payee/payer field and then arrow down, or type a feww letters and arrow down, to locate the more appropriate version of the name you want and hit enter. This edits the entry If for some reason the bad version comes up, just ignore it for now. After you are done editing the unwanted versions, delete the bad versions in the list with the alt plus d. You may have to begin this process by pretending to enter a new transaction with ctrl plus n, and just arrowing to locate the bad name and hitting control plus d on it, then hit escape to get out of the editing mode and this saves the changes to the payee/payer list.

Do the same editing procedure for editing the category and subcategory if needed.

Hope this helps.

Steve

----- Original Message ----- From: "Margaret Thomas" <iluvtoread@xxxxxxx>
To: <moneytalks@xxxxxxxxxxxxx>
Sent: Saturday, October 21, 2006 6:01 AM
Subject: [moneytalks] Changing Payee Etc. Names


Hi All,

   I decided to keep the program and my demo version is now a paid
one.

   I may be missing something, but I am having trouble getting Money
Talks to consistently add payees to the memorized list if I changed my
mind about what to call the payee or disagree with what the bank calls
them.

   For example, I originally had one payee as.
Peapod Groceries
the way my bank lists it for my grocery delivery service, but decided
I'd get tired of all that verbiage and would like to have the payee as
simply Peapod.  I made sure the first occurrence for Peapod was just
Peapod and deleted the long name from the memorized list, but when I
type pea and arrow down to have the program fill in the list, both
versions are listed.

   I have a person who receives checks from my bank's e-bill paying
service and I've repeatedly changed it to her name from the check no.
the bank lists for each payment to her.   However, her name is not
listed in the memorized names list.

   I pay 2 separate bills to the same financial institution for 2
different accounts and my bank just lists both with the name of the
financial institution, I. e. Consolidated Financial Co. (not the real
name) and I spent ages establishing separate names to help me keep
them separate, i. e.  CFC MC and CFCDS in addition to using the sub
category, but one of them isn't listed at all in the memorized list
and the listing for the Consolidated Financial Co. listing is still
there after I've repeatedly deleted it with Control-D.

   I'm going to go crazy if I have to keep correcting the payee name
if I can't get the memorized lists to keep the correct ones in to
delete the "wrong" ones.
   I started a new account for practice to see what downloading the
bank's history was like to see if I could save time from manually
inputting the data and it added names into the memorized list of the
"good"account that I'll have to go back and try to delete.

   I'm still at the point where starting from scratch is feasible if
I have to continually fight with the memorized lists, but I'm hoping
I'm missing something and they won't be a continual headache.

   Thanks,

Margaret
iluvtoread@xxxxxxx





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