Microsoft KB Archive/325969

= Money 2002: How to Correct a Payee Alias Error =

Article ID: 325969

Article Last Modified on 2/1/2007

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APPLIES TO


 * Microsoft Money 2002 Deluxe Edition
 * Microsoft Money 2002 Deluxe and Business Edition
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2002 Suite

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This article was previously published under Q325969



SUMMARY
In Money 2002, you can use an alias to rename a payee on a statement or transaction. An incorrect alias may cause monthly account statements that are downloaded from a financial institution to be mismatched.

This article explains how to correct a payee alias error.



MORE INFORMATION
To correct a payee alias error, use the following methods in the order that they are presented.

Turn Off the Alias Feature

 * 1) In Money 2002, click Options on the Tools menu.
 * 2) In the Options dialog box, click the Online Services tab.
 * 3) In the downloading statements pane, click to clear the Replace downloaded payee names with user-altered names when available check box, and then click OK.

The payee name appears unaltered on your next download.

Locate and Edit the Mismatched Statements

 * 1) Click Account List, and then click each account.
 * 2) Note any transactions that are not matched correctly. Transactions that are not matched correctly may indicate that the payees are not aliased correctly.
 * 3) Click the mismatched or unmatched transactions, and then click Change.

In each account, correct the errors in each transaction.
 * 1) When all the transactions in an account are correct, click Accept all transactions.

When you download your next statement, the matching error will not occur.

Turn On the Alias Feature

 * 1) On the Tools menu, click Options.
 * 2) In the Options dialog box, click the Online Services tab.
 * 3) In the downloading statements pane, click to select the Replace downloaded payee names with user-altered names when available check box, and then click OK.

This issue is corrected the next time that you create an alias for a payee.

Keywords: kbinfo KB325969

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