Cleaning up payee list

Apr 26, 2006 2 Replies
L

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


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J

It sounds like you want to modify the Memorized Payee List.

Do you have a Memorized Payee that has a category of Bonus. If so, change the category to spaces, and lock the memorized payee.

Again, I think of the Memorized Payee List.

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L

I finally found it. It is the Memorized Transactions list that needs to be cleaned up.

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.

Will do. Thanks for pointing me in the right direction.

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