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Delete one or more memorized payees directly from the Memorized Payee List

Notes

• Image Removed  What happens when I delete a payee? Is it always deleted right away?

  After you complete the steps above, the payee is removed from the Memorized Payee List. Any register transactions that used the memorized payee remain intact.

  You can also specify the number of months of no usage, after which Quicken removes unlocked memorized payees from the Memorized Payee List.

• Image Removed  Is there a quick way to delete several payees?
  To select several payees:

  • Hold down the CTRL key and click each payee that you want to handle in the same way.
  • If the payees you want to select are all adjacent to each other, click the first one, hold down the SHIFT key, and then click the last one.
• Image Removed  What if I just need to standardize names of similar downloaded payees?

  If you need to remove payee names because some of the payees from downloaded transactions have similar names or contain unnecessary detail (for example, Anytown Coffeehouse 005 PLEASANTON 945 versus Anytown Coffeehouse), consider using renaming rules.

• Image Removed  What if the payee I want to delete is part of a transaction group?

  If the payee you delete is part of a transaction group, Quicken removes the payee from the transaction group.