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Author Topic:   SSB Payees
FINNAV_User
Member 		posted 12-19-2001 12:10 PM     Click Here to See the Profile for FINNAV_User     Edit/Delete Message
I am experimenting with the BL grid for December transactions and all charges pop up with the same payee name. The last charge 11/30/01 was a check for a payee "Lucy" (description on SSB stmt) and all new charges in Dec are assigned to Lucy (the memos are: electronic pmt, money tfr, bank ck, atm withdrawal etc). In Nov I used payees like Mary, Chris, ATM Draw, and had expected those to be remembered.

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John
Administrator 		posted 12-19-2001 12:35 PM     Click Here to See the Profile for John     Edit/Delete Message
The payee is remembered by the transaction code, security type & symbol.
For the Withdrawal from Cash for symbol $cash, the payee will be remembered.
If the payee will be different for each transaction such as checks then unselect [ ] the remember payee option for that transaction. Once all the normal transactions have been setup then this option will probably be left unchecked for that brokerage account.

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