Clean up payee list ?


A

Adonis

How can I merge dozens of multiple downloaded payees and prevent this in the
future ? Thank You
 
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M

Mark Horn

How can I merge dozens of multiple downloaded payees and prevent this in the
future ? Thank You
Well if you're only at dozens, you're in pretty good shape.
You should be able to go to the Payees listing and one by one,
move the duplicates into the one that you want to use.

I have roughly 1800 payees in my list, many of which are duplicates.
My strategy is to ignore it. I've done what you're trying to do
before and I gained no appreciable improvment in performance or
file size.

$.02
 
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C

Cal Learner-- MVP

How can I merge dozens of multiple downloaded payees and prevent this in the
future ? Thank You
To reduce the number of existing payees, go to
[M04]Accounts&Bills->Categories&Payees->Payees
[M05]Banking->AccountTools->Categories&Payees->Payees ; select a
payee and use Move to combine payees. This is better in most cases
than Delete. Advanced Find&Replace may also be more useful in
consolidating large numbers of similar payees.

Tools->Options/Settings->OnlineServices->ReplacePayeeNames...
enables replacement of payees with names you have used.
[M04]Accounts&Bills->Categories&Payees->Payees->PreferredPayeeNames
[M05]Banking->AccountTools->Categories&Payees->Payees->PreferredPayeeNames
shows how downloaded names are translated into Payees.

Also click on GoToPayeeRulesManager. Your downloaded transactions
may come with some generic term where the Payee should be.
Excluded Payee Names identifies words and phrases that should be
ignored from the payee field (e.g., check, deposit). Add words
that are generically added by your bank. Unfortunately there are
no wildcards, so check 334, check 335, and check 336 will each be
treated as potential new payee names. Set
Tools->Options/Settings->OnlineServices->ShowStandardizedPayeeNames
[M07]Tools->Settings->OnlineServiceSettings->ShowStandardizedPayeeNames
to combine payees that differ only by a number. This may work
better after you have combined payees from previous downloads.

http://support.microsoft.com/default.aspx?scid=kb;en-us;829141&Product=mny
addresses payee match problems.
 

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