On Feb 2, 2009, at 3:00 AM, rvnd wrote:
> Aha, I think I figured it out! And figured out what "aliases" in
> Memorized transactions mean as well.
>
> Am I right?:
> 1. Copy the memo line from Transactions view
> 2. Switch to memorized view
> 3. Add a new alias
> 4. Edit the new alias, paste the Memo
> 5. and optionally, remove the earlier aliases so that matching is most
> accurate
>
> If this is right, it's a bit long-winded, no?
If this memo is always exactly matching, then this will work well. You
only need to use a partial string though for most aliases. For example:
Imported Payee name:
WALMART #9682 HILLS CO
Alias:
walmart
Imported Payee name:
Payment 84729201 to PETSMART
Alias:
petsmart
Imported Memo:
CLOTHING TARGET STORE #568
Alias:
target
The case of the alias doesn't matter and the location in the payee or
memo doesn't either. As long as MoneyWell can find a match.
Peace,
Kevin Hoctor
[email protected]
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com
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