Identical Payee and Account Names Fill in Transfer Information (78013)

SUMMARY

If a payee name entered in the Payee field in Microsoft Money is identical to an account name within the current file, AutoComplete will automatically enter transfer information for that transaction.

For example, assume you have an account called TrueBank Visa and it's time to pay your bill. If you enter a transaction in your checking account by giving it a Payee of TrueBank Visa, AutoComplete will fill the Category field with the word "Transfer" and the Subcategory field with the matching account name "TrueBank Visa".

This only occurs if no previous transactions have been entered with the same payee name. That is, if there is a transaction with the same payee name, AutoComplete duplicates that transaction instead. AutoComplete automatically copies information from a payee's most recent transaction as soon as you enter a payee name you have used before.

This is an undocumented feature of Microsoft Money. It is for your convenience because you will most likely be transferring funds to the TrueBank Visa account if you are making a payment to the TrueBank Visa company.

MORE INFORMATION

Steps to Reproduce Behavior

Money 97 or Later

Create an account in the Account Manager by selecting New Account.
Click Credit Card, and then click Next.
Type Test in the Account Name box, and then click Next.
Enter an amount for the opening balance, and then click Next.
Click to clear the Yes, remind me when the bill is due check box, and then click Finish.
Switch to another account by selecting an already existing account.
Entering a transaction and type Test in the Payee field.
When you press the TAB key, Money automatically fills the Category field as a transfer to the Test account.