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Posted by Laura on April 26, 2006, 4:54 pm
Please log in for more thread options John Pollard wrote:
> Laura wrote:
>> 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.
I finally found it. It is the Memorized Transactions list that needs to be
cleaned up.
>> 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.
>
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.
>> 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.
Will do. Thanks for pointing me in the right direction.
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