OPTIONS DON'T APPEAR CHANGEABLE in MEMORIZED PAYEE LIST

RJ

I wanted to turn on the option to delete memorized payees not used in last 3 months, but when I open the "OPTIONS" button, and then select "Memorized Payee List Maintenance" in Quicken's current release, all 3 of the options are greyed out and no changes/selections can be made.

Frankx

Hi @RJ,

What you are seeing is not abnormal behavior.  If you look at the words in parentheses that appear to he right of the buttons - you have no such items needing "maintenance".  If you did - the box would be enabled.

BTW - the option to delete memorized payees not used in last 3 months IS enabled.

Frankx

UKR

The option to "delete memorized payees not used in [xx] months" is a Preferences setting. When enabled with a checkmark in the box to the left of the setting, any change in the [xx] months value does not take effect immediately. It is my understanding that this housekeeping takes effect at the next restart of Quicken.

Of course, if other activity with the MPL has reset the Last used date to a recent value, you will have to wait until enough time has passed for an old, unused MPL entry to become eligible for removal again.

Please note that MPL housekeeping does not clean up existing Payee Names used in actual register transactions. If you've got a mess in there, you need to do some specific Find/Replace of similarly named Payee Names to a standard name, e.g., variations of WalMart, Wal mart, Walmart, etc. to Walmart by hand.

Frankx

Hi @RJ,

What you are seeing is not abnormal behavior.  If you look at the words in parentheses that appear to he right of the buttons - you have no such items needing "maintenance".  If you did - the box would be enabled.

BTW - the option to delete memorized payees not used in last 3 months IS enabled.

Frankx

UKR

The option to "delete memorized payees not used in [xx] months" is a Preferences setting. When enabled with a checkmark in the box to the left of the setting, any change in the [xx] months value does not take effect immediately. It is my understanding that this housekeeping takes effect at the next restart of Quicken.

Of course, if other activity with the MPL has reset the Last used date to a recent value, you will have to wait until enough time has passed for an old, unused MPL entry to become eligible for removal again.

Please note that MPL housekeeping does not clean up existing Payee Names used in actual register transactions. If you've got a mess in there, you need to do some specific Find/Replace of similarly named Payee Names to a standard name, e.g., variations of WalMart, Wal mart, Walmart, etc. to Walmart by hand.

RJ

To FrankX & UKR.. thanks for answering my question... I did not notice the "no items" in the greyed out section of the dialog box. You may close my inquiry.