An idea to solve Quicken report payee selection box not showing needed payees.
I don't know how to edit my suggestion above. I forgot to include exporting a shorter time frame to a new file - the prior tax year in my case for example.0
How many distinct Payee Names do you have?
Do you have only one Payee Name for, e.g., Payee Name = "Starbucks" or do you have multiple variations, e.g. "POS TRANS 070119 STARBU",
"POS TRANS 070219 STARBU",
"POS TRANS 070319 STARBU", etc. for each transaction?
If you have multiple variations, all for the same Payee, I recommend you standardize the Payee Names. Use Edit Menu / Find/Replace to use just one standard Payee Name. This will help with making reports and views give much better, more meaningful results.
(Note: Do be sure to have or create a backup of your Quicken data file BEFORE you start making changes involving many transactions.)
Has your Memorized Payee List grown too big?
How many Memorized Payee List entries do you have in your file? A couple hundred? Several thousands?
Click Help in the Menu Bar. CTRL+click About Quicken and it'll tell you in a File Information window.
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.0