Re: Memorized Payee List

Quicken Windows Subscription Member ✭✭✭

I'd like to make some global changes to my list.

One by one is kind of slow. Is there some way of editing the whole list?

Options has some sort of maintenance, but nothing happens there.

Any thoughts and thanks for listening …

Bob

Thanks for listening ...
Bob
Win10 Home
Quicken 2020 Subscription

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Answers

  • Quicken Windows Subscription Member ✭✭✭✭

    Hold down the CTRL key as you click on entries to bulk change entries.

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can multi-select payees but then there are only 4 choices for what to do (when you right click) - Delete, Lock, Never Auto-Categorize this payee and Show in Calendar. You can also use search at the top to assist with selecting payees but again you only have a few options.

    What kind of "global" changes are you looking to make? The only global change I could think of would be switching all payees from one category to another but that is not currently possible.

    Quicken Windows user since 1993.

  • Quicken Windows Subscription Member ✭✭✭

    I was trying to get some of my memos consistent, and maybe categories, etc. Nothing major.

    And doing it line by line is OK. My friend is select and 'paste'!

    Thanks for your thoughts.

    Bob

    Thanks for listening ...
    Bob
    Win10 Home
    Quicken 2020 Subscription
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