Vendor downloads with wrong name


B

bpvarian

Hello,
I am using Microsoft Money Plus Deluxe.
One of my vendors downloads from my credit card company with the wrong name
(every time!).
My dry cleaners (National Dry Cleaning) downloads as Sirius Satellite radio
(which I no longer get billed for on a monthly basis as I signed up for year
contracts).
when I log into the credit card company, they show the charge with the
correct company. I think it is Money that is messing up the name.
Any ideas?
Brad
 
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C

Cal Learner-- MVP

I am using Microsoft Money Plus Deluxe.
One of my vendors downloads from my credit card company with the wrong name
(every time!).
My dry cleaners (National Dry Cleaning) downloads as Sirius Satellite radio
(which I no longer get billed for on a monthly basis as I signed up for year
contracts).
when I log into the credit card company, they show the charge with the
correct company. I think it is Money that is messing up the name.
Any ideas?
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 Sirius Satellite
radio. Delete the entries that are not necessarily Sirius
Satellite radio.

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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