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Edit a memorized payee

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  1. Choose Tools menu > Memorized Payee List

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  1. Select the payee that you want to change.
  2. Click Edit.
  3. Make the changes you want in any field.
  4. Select the Mark as cleared check box if you want to automatically mark this transaction with a cleared status.
  5. Click Renaming Rules to change the name of this payee when it is downloaded (for example, from Anytown Coffeehouse 005 PLEASANTON 945 to Anytown Coffeehouse). To learn more, see renaming rules.
  6. Click OK. 


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titleFind out if a transaction has cleared

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Find out if a transaction has cleared
Find out if a transaction has cleared