Cleaning up payee list

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Subject Author Date Cleaning up payee list Laura 04-26-2006  Re: Cleaning up payee list John Pollard 04-26-2006  Re: Cleaning up payee list Laura 04-26-2006
Posted by Laura on April 26, 2006, 3:12 pm Please log in for more thread options 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 Posted by John Pollard on April 26, 2006, 4:28 pm Please log in for more thread options 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. > 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. -- John Pollard First initial underscore Last name at mchsi dot com Please reply to newsgroup 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. Similar Threads Posted "Online Payee List" - Payee Includes Description? June 11, 2006, 12:20 pm Memorized payee list October 2, 2007, 4:29 pm Memorized Payee List January 19, 2008, 8:14 pm "Seeding" Memorized Payee List for the OC July 7, 2007, 3:09 pm ver6 delete entry from payee list? February 4, 2007, 3:44 pm Quicken 2002 Payee list question..... June 10, 2007, 11:22 pm Slow Performance - Memorized Payee List 18,670 long June 12, 2009, 9:47 am Cleaning software January 20, 2007, 2:38 pm Cleaning Up Categories in Q2006 September 22, 2008, 11:14 pm Cleaning out the customer field- invoices October 5, 2006, 5:09 pm