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Edit a memorized payee
About editing a memorized payeeIf you wish to permanently change the payee, category, or other items for a memorized payee, simply edit the memorized information.
- Choose Tools menu > Memorized Payee List. (Do it for me)
- Select the payee that you want to change.
- Click Edit.
- Make the changes you want in any field.
- Select the Mark as cleared check box if you want to automatically mark this transaction with a cleared status.
- 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.
- Click OK.