Cleaning up payee list


L

Laura

I'm using Quicken 2004 basic.

I spent most of the morning cleaning up the payee to category mapping. Is
there any way of editing/cleaning up the stored list to delete the invalid
ones? When I download transactions from the bank many transactions are
picking up the wrong (old) category. For example all checks come through as
"Bonus". I'd rather they don't get categorized so that I can see them easily.

Also, many are not getting categorized even though there are other
transactions with the same payee entry. It is not consistent. Is this a bug
or am I missing a setting?

thanks,
laura
 
Ad

Advertisements

J

John Pollard

Laura said:
I'm using Quicken 2004 basic.

I spent most of the morning cleaning up the payee to category
mapping.
Is there any way of editing/cleaning up the stored list to
delete the invalid ones?
It sounds like you want to modify the Memorized Payee List.
When I download transactions from the bank
many transactions are picking up the wrong (old) category. For
example all checks come through as "Bonus". I'd rather they
don't get
categorized so that I can see them easily.
Do you have a Memorized Payee that has a category of Bonus. If
so, change the category to spaces, and lock the memorized payee.
Also, many are not getting categorized even though there are
other
transactions with the same payee entry. It is not consistent.
Is this
a bug or am I missing a setting?
Again, I think of the Memorized Payee List.
 
Ad

Advertisements

L

Laura

John said:
It sounds like you want to modify the Memorized Payee List.
I finally found it. It is the Memorized Transactions list that needs to be
cleaned up.
Do you have a Memorized Payee that has a category of Bonus. If
so, change the category to spaces, and lock the memorized payee.
A lot of Payees have the category of Bonus right now when they should not. I
will delete/edit those so that the list is cleaner.
Again, I think of the Memorized Payee List.
Will do. Thanks for pointing me in the right direction.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

Clean up payee list ? 2
Clean up drop down lists 2
How to clean up the list of "recent" files? 5
Clean-up - Condense 1
Export & Clean UP 2
Cleaning up Accounts 3
Payee List 0
Payee List 1

Top