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Default Payee

Posted: Thu Apr 18, 2013 2:02 pm
by kupuna
Can I control or change the default payee that comes up when Ace Money fails to find a match in my list of Payees?

Also, how does AM parse the payee name downloaded from the bank? For example, Target sends a long string of numbers followed by the word "Target" I can't get AM to parse that string and assign Target as payee. How far in from the left does AM "look" to see if it finds a payee match? Is there some other way to make the match?

Thanks

Re: Default Payee

Posted: Thu Apr 18, 2013 2:24 pm
by RLebeau
kupuna wrote:Can I control or change the default payee that comes up when Ace Money fails to find a match in my list of Payees?
No.
kupuna wrote:Also, how does AM parse the payee name downloaded from the bank?
AFAIK, it is just a simple substring search. If the specified search string exists anywhere in the downloaded description, then the specified Payee is used.
kupuna wrote:For example, Target sends a long string of numbers followed by the word "Target" I can't get AM to parse that string and assign Target as payee.

How far in from the left does AM "look" to see if it finds a payee match?
The entire line, AFAIK.