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How to do things in Money: Financial Situations

Q) How do I create different payee information for two accounts with the same payee?

A) You can create two different versions of the same Payee by putting qualifiers after the name in curly braces. E.g., "Mondo Bank {his}" and "Mondo Bank {hers}". The information in the braces and the braces themselves will not print on checks or matter much of anywhere else except where it counts--you can enter transactions to the same payee and have different underlying Payee information in Money.

You can also use curly braces around information in memo fields if you don't want certain information in your memo to print on your checks. Cool, eh?

Please see this disclaimer if you are using Money 2005 or this comment if you are using Money 2006.

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How to do things in Money: Financial Situations
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Last update: 10 December 2006

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