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transactions payee names are downloading into the memo box in microsoft money RRS feed

  • Question

  • transactions payee names are downloading into the memo box in microsoft money
    Wednesday, August 31, 2016 4:09 PM

All replies

  • How are you downloading these transactions? Are you going to your bank's website - if so, what format do they provide (QFX, QIF, other)? Are you using a program - if so which one?

    If you are downloading the data from your bank's website, save the file to your hard drive, do not open it with Money. Find the download and open it with Notepad. For QFX or OFX formats, the payee name should be in a <NAME> tag. Anything in a <MEMO> tag will be imported as a memo.

    For QIF files, the first letter of each line determines the data's type. "P" is for the Payee, "M" is for the memo.

    If you use other software to download transactions for you, you may want to contact the owner of that software.


    Bob - MSN Mobile

    Wednesday, August 31, 2016 7:32 PM
  • the files that I download are OFX type this problem just started doing this

    Wednesday, August 31, 2016 8:28 PM
  • Open the file in notepad, note whether the payee is in the <NAME> tag and not the <MEMO>. If it is in the memo field, contact your bank technical support and report that their OFX files are incorrectly formatted.

    Bob - MSN Mobile

    Thursday, September 1, 2016 1:28 AM