Changing Category for memorized payee

pkbird
pkbird Quicken Windows Other Member ✭✭
edited July 2021 in Registers & Transactions (Windows)
I have one payee that I only use for one category. Some how Quicken has memorized it but it's incorrect. How can I change the category so the correct one is applied?

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 2021
    Go to Tools > Memorized payee list or hit Ctrl-T and edit the memorized payee.

    I edited the title of your post to make the question clearer
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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    While working in the Memorized Payee List (MPL) delete any duplicate entries for the same Payee Name.
    The one you retain with the correct category should be marked as "Locked" so it's used as a default entry. This will prevent any future unwanted changes if you make a one-time change, e.g., Amazon/Clothing is your default, you bought shoes and changed transaction category to Shoes, but this won't change the default MPL entry.

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