[moneytalks] Re: Changing Payee Etc. Names
- From: "Margaret Thomas" <iluvtoread@xxxxxxx>
- To: <moneytalks@xxxxxxxxxxxxx>
- Date: Tue, 24 Oct 2006 00:24:08 -0400
Steve and All,
I got all the payees in my "good" account straightened out at
least for now.
The one for which I pay 2 separate bills to the same financial
institution for 2 different accounts and for which I wanted to
differentiate proved to be pesky, but I got it.
I'm still trying to decide if fixing up the payee/payer info on
the "practice" account to see if I can save myself any work by
transferring some transactions is worth all the effort. I need to
read the documentation again.
Thanks for the help,
Margaret
Steve wrote:
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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>> Version: 7.1.408 / Virus Database: 268.13.9/490 - Release Date:
>> 10/20/2006
>>
>>
>
>
>
>
> --
> No virus found in this incoming message.
> Checked by AVG Free Edition.
> Version: 7.1.408 / Virus Database: 268.13.9/490 - Release Date:
> 10/20/2006
>
>
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