Where is Memorized Payee List? Where is the Tools Menu?

BAndrews

I deleted all my payees after many many years. but now I cannot find the memorize payee option. Nor do I have the Tools dropdown on my menu bar. So I cannot repopulate the payee list. Further, I can create a quickfill rule. And It will show the payee in that window. But the Payees do not show up on the Payee list. So when I go in to enter a transaction in the Payee box the quickfill rules don't show up for the payee I enter. What Gives? This is not useful. What am I missing?

jacobs

In Quicken Mac, there is no special "memorized Payees" list; all Payees are "memorized." You can see a list of your Payees by going to Window > Payees & Rules.

I'm puzzled by your comment that "I deleted all my payees after many many years." How exactly did you delete them? Quicken Mac prevents you from deleting a Payee name in that window; clicking the "–" icon will hide a Payee but not delete it. Deleting a Payee would make all transactions with that Payee have no Payee.

I wonder if what you did was hide all your Payees, when you thought you were deleting them? In the Payees window, Control-click on any column heading to reveal a pop-up list of available columns; if Hidden is not checked, check it. And above the Name heading, check "Show Hidden". I'm thinking you'll see all your Payees again now. Yes?

Tom Young

Press CTRL+T to go to the Memorized Payee List.  But I don't understand how you can't have the Tools dropdown as I don't think there's any customization available for the menu bar.

UKR

More details, please.
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BAndrews

Hi Thanks ....yes its a mystery Ctl T does nothing. I am on MAC and Starter if that helps V6.2.2, but I can't find any context specific advice in this regard, maybe one of you can assist.

NotACPA

BAndrews said:

Hi Thanks ....yes its a mystery Ctl T does nothing. I am on MAC and Starter if that helps V6.2.2, but I can't find any context specific advice in this regard, maybe one of you can assist.

You posted in a Windows thread, which is why you're receiving QWin responses .... which make no sense to you.

I'll flag a Mod to move this to a QMac thread.

UKR

Are you new to Quicken Mac (2015 and newer)?

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jacobs

In Quicken Mac, there is no special "memorized Payees" list; all Payees are "memorized." You can see a list of your Payees by going to Window > Payees & Rules.

I'm puzzled by your comment that "I deleted all my payees after many many years." How exactly did you delete them? Quicken Mac prevents you from deleting a Payee name in that window; clicking the "–" icon will hide a Payee but not delete it. Deleting a Payee would make all transactions with that Payee have no Payee.

I wonder if what you did was hide all your Payees, when you thought you were deleting them? In the Payees window, Control-click on any column heading to reveal a pop-up list of available columns; if Hidden is not checked, check it. And above the Name heading, check "Show Hidden". I'm thinking you'll see all your Payees again now. Yes?

BAndrews

Bingo! Thanks Jacobs. That explains why sometimes they would pop up even thought they were "not there."!