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Subject Author Date
Help - Memorized Payees don't insert category Nope 12-16-2006
Posted by Nope on December 16, 2006, 9:49 pm
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 Every month my investments are atuomatically pulled from my bank
account. The name used is gibberish so I want to use a memorized
payee to replace the name and add in the category field the investment
account the money was transferred to. Problem is, the account won't
instert in the categry field. I have to manually find it and insert
it.

How can I fix this?

Thanks!

Posted by John Pollard on December 17, 2006, 10:41 am
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> Every month my investments are atuomatically pulled from my
> bank
> account. The name used is gibberish so I want to use a
> memorized
> payee to replace the name and add in the category field the
> investment
> account the money was transferred to. Problem is, the account
> won't
> instert in the categry field. I have to manually find it and
> insert
> it.
>
> How can I fix this?

I can't tell from your explanation, what there is to fix. It
doesn't matter how the "account category" is entered, once it is
in the Memorized Payee, you're done.

Please describe in detail what you do, and what you think the
problem is.



Posted by Nope on January 2, 2007, 10:01 pm
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wrote:

>> Every month my investments are atuomatically pulled from my
>> bank
>> account. The name used is gibberish so I want to use a
>> memorized
>> payee to replace the name and add in the category field the
>> investment
>> account the money was transferred to. Problem is, the account
>> won't
>> instert in the categry field. I have to manually find it and
>> insert
>> it.
>>
>> How can I fix this?
>
>I can't tell from your explanation, what there is to fix. It
>doesn't matter how the "account category" is entered, once it is
>in the Memorized Payee, you're done.
>
>Please describe in detail what you do, and what you think the
>problem is.
>

That is odd. It never worked until I tried to recreate hte problem to
answer your post. Now it works. Oh well...

Thanks for replying.

Posted by Stephen the Red on December 20, 2006, 10:39 pm
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At least in 2007 H&B, I am using the Renaming Rules to do just this. After
one transaction has downloaded (with the gibberish Payee name) and renamed
it successfully to the "real" Payee I want to show, I enter the Category.
THEN, I memorize the Payee. From that point on, when this renamed Payee is
used, the program inserts the Category from the match in the Memorized Payee
List.


> Every month my investments are atuomatically pulled from my bank
> account. The name used is gibberish so I want to use a memorized
> payee to replace the name and add in the category field the investment
> account the money was transferred to. Problem is, the account won't
> instert in the categry field. I have to manually find it and insert
> it.
>
> How can I fix this?
>
> Thanks!



Posted by Nope on January 2, 2007, 10:05 pm
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On Thu, 21 Dec 2006 03:39:27 GMT, "Stephen the Red"

>At least in 2007 H&B, I am using the Renaming Rules to do just this. After
>one transaction has downloaded (with the gibberish Payee name) and renamed
>it successfully to the "real" Payee I want to show, I enter the Category.
>THEN, I memorize the Payee. From that point on, when this renamed Payee is
>used, the program inserts the Category from the match in the Memorized Payee
>List.
>
>
>> Every month my investments are atuomatically pulled from my bank
>> account. The name used is gibberish so I want to use a memorized
>> payee to replace the name and add in the category field the investment
>> account the money was transferred to. Problem is, the account won't
>> instert in the categry field. I have to manually find it and insert
>> it.
>>
>> How can I fix this?
>>
>> Thanks!
>

I tried that but the gibberish names that downloaded were not unique.
Two of the transactions downloaded as "44" and the other as "45"
(Account numbers). I tried using "44" in a renaming rule but it would
get half right and screw up the other. Now, if the renaming rule
could account for the amount then it would have been perfect.

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