Michael 85 said:
... BTW - if anybody has a word of caution about my file size (I'm nearing 60k transactions and well over 200MB), please advise....
Please review the following:
Is a large number of Memorized Payees slowing down
Has your Memorized Payee List grown too big?
How many Memorized
Payee List entries do you have in your file? A couple hundred? Several
Click Help in the
Menu Bar. CTRL+click About Quicken and it'll tell you in a File Information
To trim the list and
keep it in shape please do this:
In Edit /
Preferences / Data Entry and Quickfill make sure you have a checkmark at
"Remove memorized payees not used in [xx] months"
and set [xx] to something like "18". Do not set it to zero. IMHO, you
should set the number to 12 or higher for best results, so that once-a-year
payees don't vanish.
Restart Quicken for
the change to take effect and housekeeping to clean up the Memorized Payee
Check the File
Information box again to see the reduced count.
I wish your suggestion worked - I have 7852 payees, and I would love to have a simple way to consolidate or eliminate them. I'm using Quicken for Mac, and the alternatives you suggest don't exist - for instance, there's no Edit/Preferences/Data Entry option. The best I can find is to mark similar entries and assign "Merge" in bulk.