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Mass Edit Memorized Payee List

Does anyone know how to mass edit the Memorized Payee List? I want to clear all memo lines from my list, which is huge. Thanks.
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Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited September 2020
    Before making any significant changes to our Quicken file, always save a backup: press Ctrl + B

    To mass edit the Memorized Payee List, I suggest you export the memorized payees to a QIF file, edit the QIF file using your favorite text file editor, delete the memorized payees from the Memorized Payee List, and import the QIF file.

    To export the memorized payees to a QIF file: select File > Export > QIF File..., uncheck Transactions, check Memorized payee, and select OK

    To clear all the memo lines, use the editor delete all the lines in the QIF file that begin with a capital M or E.  

    To delete all the memorized payees from the Memorized Payee List: press Ctrl + T, left-click on the first memorized payee, press Shift and left-click on the last memorized payee, select Delete and OK

    To import a QIF file: select File > Import File > QIF File...


  • Thanks alot. I will try it.
  • It did not work for me. I was able to delete all the memo lines but when I reimported the QIF, the memorized payee list still has memos.

    When importing the edited QIF, do I check only Memorized payee? Thanks.
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    It did not work for me. I was able to delete all the memo lines but when I reimported the QIF, the memorized payee list still has memos.

    When importing the edited QIF, do I check only Memorized payee? Thanks.
    Sounds like you didn't delete the memorized payees from the Memorized Payee List before you imported the QIF file.
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