Remove green dollar symbol (Q Mac)

hurwi
hurwi Quicken Mac Other Mac Beta Beta

Bank of America no longer supports Bank Bill Pay and yet all my Quicken payees still have a green dollar symbol next to them when looking at Bills or Payees under Bills & Income. How do I remove that symbol?

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited April 2023

    The only way I found to get rid of that was to delete the payee and add them back in. In order not to mess up previous transactions I wound up adding the new payee, transferring the transactions over to the new payee then deleting the old one. I had to temporarily give the new payee a different name & then change the name back after the old payee was deleted.

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited April 2023

    I created a new payee, then I searched for all transactions using the old payee & changed them to the new payee. I also looked for Renaming and Quick Fill rules that referred to the old payee and changed those over as well. Once there were no transactions or rules using the old payee (as shown in the Payees window) I could delete it.

  • hurwi
    hurwi Quicken Mac Other Mac Beta Beta

    A bunch of my transactions using the old payee are locked so I cannot change the payee name. Any idea how to unlock them?

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited April 2023

    Recreate the transaction & delete the old one?

    I'm not sure what affect this might have on past reconciliations, it might throw them off.

This discussion has been closed.