How to turn off automatic memorized payee in MAc?

EdwardsJK

I am using Classic Premier Version 7.3.2 for Mac. How does one turn off the automatic memorizing of new payees. I have found instructions for Windows but not Mac. I don't need 3,000 memorized payees. (I am working on autofill renaming rules as well). But I dont need to memorize that I bought a cup of coffee in Italy once.

jacobs

In trying to answer your question, let me first clarify terminology to make sure we're talking about the same things. Unlike Quicken windows and the legacy Quicken Mac 2007, Payees in Quicken Mac are always "memorized". That is, the database has a table of the Payees used in every transaction, and you can't remove a Payee name or you'd have transactions with no Payee name. But if you don't want to see that Italian coffee shop name popping up as you start typing a Payee name, you can hide Payees from appearing in the pop-up list. Go to Window > Payees & Rules. Make sure the window is wide enough that you can see the Hidden column. You can click on Payees and check the Hidden checkbox for those you want to hide. If you want to review and hid multiple Payees at once, Command-click on the ones you want to hide so they become highlighted; then Control-click on one of them and select Hide Payees from the pop-up menu.

QuickFill Rules are attached to Payees, with a stored category and, optionally, tags, memos, amounts and splits. You can delete QuickFill rules at any times in the Window > Payees & Rules > QuickFill Rules window. Select one, some, or all, and click the "–" icon to delete the highlighted ones. If you don't want Quicken to create QuickFill rules automatically, go to Settings > Register and click or unblock the checkbox for automatically creating QuickFill rules; you can also set the default to save just categories or all fields.

EdwardsJK

Hi Jacob. I thought I posted a thank you right after you replied but I dont see it anywhere. Your "work around" pretty much accomplishes what I am trying to achieve. I understand that every transaction has to have a name. However when I am entering a new transaction I wish I didn't see all the previous transactions. Previous to asking I had been merging some payees and hiding some as well. But it is complicated by some long overdue cleaning up. The frustrating part is regular transactions that have a unique reference number with each transaction and "one time transactions." I'm working to refine these regulars with QuickFill. But will have to go in periodically and clean up the duplicate regulars and hide one-times not needed. Again thanks for the help.

jacobs

In trying to answer your question, let me first clarify terminology to make sure we're talking about the same things. Unlike Quicken windows and the legacy Quicken Mac 2007, Payees in Quicken Mac are always "memorized". That is, the database has a table of the Payees used in every transaction, and you can't remove a Payee name or you'd have transactions with no Payee name. But if you don't want to see that Italian coffee shop name popping up as you start typing a Payee name, you can hide Payees from appearing in the pop-up list. Go to Window > Payees & Rules. Make sure the window is wide enough that you can see the Hidden column. You can click on Payees and check the Hidden checkbox for those you want to hide. If you want to review and hid multiple Payees at once, Command-click on the ones you want to hide so they become highlighted; then Control-click on one of them and select Hide Payees from the pop-up menu.

QuickFill Rules are attached to Payees, with a stored category and, optionally, tags, memos, amounts and splits. You can delete QuickFill rules at any times in the Window > Payees & Rules > QuickFill Rules window. Select one, some, or all, and click the "–" icon to delete the highlighted ones. If you don't want Quicken to create QuickFill rules automatically, go to Settings > Register and click or unblock the checkbox for automatically creating QuickFill rules; you can also set the default to save just categories or all fields.

EdwardsJK

Hi Jacob. I thought I posted a thank you right after you replied but I dont see it anywhere. Your "work around" pretty much accomplishes what I am trying to achieve. I understand that every transaction has to have a name. However when I am entering a new transaction I wish I didn't see all the previous transactions. Previous to asking I had been merging some payees and hiding some as well. But it is complicated by some long overdue cleaning up. The frustrating part is regular transactions that have a unique reference number with each transaction and "one time transactions." I'm working to refine these regulars with QuickFill. But will have to go in periodically and clean up the duplicate regulars and hide one-times not needed. Again thanks for the help.