Renaming Rules

Posted by John Pollard on December 27, 2007, 5:32 pm

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Ken and Jane Becker wrote:

> There is one more thing I'm going to try: After getting

> started on

> this thread, I took a closer look at those renaming rules. One

> of the

> rules is that one can create state that if Payee Field ==

> Payee, then

> _don't_ apply a renaming rule.

I suggested looking at that back in my first post.

Not one of my financial institutions puts any payee info in the
Memo field; they try to put everything but the kitchen sink in
the 32 character payee field. I'd rather have all that
non-payee-name stuff in the memo field and nothing but a payee
name in the payee field.

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John Pollard
First initial underscore Last name at mchsi dot com
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Posted by John Pollard on December 27, 2007, 6:38 pm

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John Pollard wrote:

> Ken and Jane Becker wrote:

>> There is one more thing I'm going to try: After getting

>> started on

>> this thread, I took a closer look at those renaming rules.

>> One

>> of the

>> rules is that one can create state that if Payee Field ==

>> Payee, then

>> _don't_ apply a renaming rule.

> I suggested looking at that back in my first post.

> Not one of my financial institutions puts any payee info in

> the

> Memo field; they try to put everything but the kitchen sink in

> the 32 character payee field. I'd rather have all that

> non-payee-name stuff in the memo field and nothing but a payee

> name in the payee field.

I'm sorry I sent this because there is much more to say. Not
that what I didn't mean what I said here, but if I think it's
worth addressing your issue when I next check messages here,
I'll tell what I should have said.

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John Pollard
First initial underscore Last name at mchsi dot com
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Posted by Joe McDermott on December 28, 2007, 11:56 am

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My bank always populates the Payee field with the word "Purchase" then puts
all the payee info in the memo field. Obviously they are the ones causing
the problem. I've tried to contact someone at the bank about it but so far
nobody seems to know what I am talking about.

In the past few days I've had to create over 75 renaming rules to handle all
my payees and will have to continue to create new rules to handle new
payees.

I also don't need ALL the info from the memo field but it would still be
better than just the word "Purchase".

I was hoping there was some way to grab the memo field contents so I would
only need one rule to handle all my payees.

> Not one of my financial institutions puts any payee info in the Memo

> field; they try to put everything but the kitchen sink in the 32 character

> payee field. I'd rather have all that non-payee-name stuff in the memo

> field and nothing but a payee name in the payee field.

> --

> John Pollard

> First initial underscore Last name at mchsi dot com

> Please reply to newsgroup

Posted by Ken Abrams on December 28, 2007, 1:26 pm

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> My bank always populates the Payee field with the word "Purchase" then

> puts all the payee info in the memo field. Obviously they are the ones

> causing the problem.

That's one way to look at it.
Quicken, on the other hand, says you can download this information but
doesn't convert it to properly match the fields that QUICKEN HAS DEFINED.
Apparently there are no accepted standards across the industry for defining
fields in a data record so I think Quicken is as much (or more) to blame
than the Financial Institutions. They are allowing you to access THEIR
records. They are not obligated to make it conform to what Quicken has set
up.

Posted by John Pollard on December 28, 2007, 2:51 pm

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Ken Abrams wrote:

>> My bank always populates the Payee field with the word

>> "Purchase"

>> then puts all the payee info in the memo field. Obviously

>> they are

>> the ones causing the problem.

> That's one way to look at it.

> Quicken, on the other hand, says you can download this

> information but

> doesn't convert it to properly match the fields that QUICKEN

> HAS

> DEFINED. Apparently there are no accepted standards across the

> industry for defining fields in a data record so I think

> Quicken is

> as much (or more) to blame than the Financial Institutions.

> They are

> allowing you to access THEIR records. They are not obligated

> to make

> it conform to what Quicken has set up.

Huh?

The OFX specs control the format/content of the downloaded data
(not the financial institutions nor your personal finance
software); there is some room for interpretation - especially in
investment accounts; but the financial institutions should be
sending their data according to the OFX specs ... which have
nothing to do with "what Quicken has set up". The OFX specs
define both a payee name field and a memo field. Putting the
payee name only in the Memo field seems clearly NOT what the OFX
specs had in mind.

--
John Pollard
First initial underscore Last name at mchsi dot com
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