Memorized Payee List Changes

vitreous
vitreous Quicken Windows 2017 Member ✭✭
edited October 2023 in Registers & Transactions (Windows)

Does changing name of in Memorized Payee List alter past transactions to use new name or just future transactions?

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Just future transactions

    QWin Premier subscription
  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭
    edited September 2023

    If you wish to change the Payee name for past transactions, you can use the Find/Replace tool (Edit > Find/Replace) to do that. This tool will allow you to select one or all instances of that Payee to be renamed which can then be updated all at once.

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

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