Fixing Payee Strings
I am in australia, so no auto import. When i import transactions, all my card transations are like....VISA DEBIT PURCHASE CARD 7011 <Name of Payee>. Is there anyway i can autoatcally get rid of the starting "VISA DEBIT PURCHASE CARD 7011" for all my transactions? Its really messing up my payees.
Hi Beige Inspector ! I’m happy to help with the payees. How the transaction data is presented in the file is controlled by your bank, but there are a few things that can help.
You can access the Payee Management feature by either clicking the name of your Budget in the upper left-hand corner or double-clicking a transaction in the payee field and selecting "Manage Payees."
From there, cleanup your payees by editing, deleting, combining, and changing your auto-categorization rules to your heart’s content. You can also edit and define “Is” and “Contains” rules to automatically rename imported payees how you’d like.
Check out our Payee Management article for more details and let us know how it goes!
Im not sure you understood what i wrote. ALL my transaction made on a particular card start with "VISA DEBIT PURCHASE CARD 7011" + name of payee. So if i made a McDonalds purchase, it would be VISA DEBIT PURCHASE CARD 7011 McDonalds. This if for all my transactions...so thats over a 1000 transactions. How do i change VISA DEBIT PURCHASE CARD 7011 McDonalds to just McDonalds? What i am looking for is like search & replace feature where i would replace VISA DEBIT PURCHASE CARD 7011 with a blank. that would fix my payees. Please help.
Just for info, I'm in Australia as well and my payee are the same. Even include the date on the credit card ...
A mix of manual entries, scheduled transactions and using the Payee manager fixed the issue. I didn't do it all in one day. But my accounts now pretty much import with only nice payees, only the one-off types that I haven't entered by hand are still to modify. Also when you fix a Payee in the manager, it will fix all transactions already in.