How do I clean up my Memorized Payees in Quicken 2015?

Deleting Memorized Payees

1. Click on Tools on the top menu bar, then select Memorized Payee List.
2. In the Memorized Payee List, select the payee to delete. …
3. Click Delete.
4. At the prompt, click OK.
5. Repeat steps 2 through 4 for each memorized payee you want to delete.

How do I QuickFill in Quicken?

To add a QuickFill rule from the register

1. Double-click the transaction to edit the transaction.
2. Enter a new category.
3. Check to make sure the Save QuickFill rule… option box is checked. …
4. Click the drop-down arrow for more QuickFill options. …
5. Press the return key.

How do I change multiple payees in Quicken?

Quicken Bill Pay

1. Navigate to the Quicken Bill Pay website (link in Resources) and log in.
2. Click the “Payee Setup” tab.
3. Click the name of the payee whose information you want to change.
4. Click “Change Information” and input your desired changes.
5. Click “Save Changes” to submit your changes when you are finished.

How do I edit the payee list in Quicken for Mac?

To edit a Payee from the Memorized Payee List, select the payee, then select Edit in the far left column. From there you can edit all of the information for that Payee. Select OK when you have completed adding information.

How do I merge payees in Quicken?

Merge payees

If you feel you do not want to maintain multiple payees for a similar expense (e.g., multiple grocery payees) you can merge them. Simply select the payees you want to merge and click Merge Payees. The merge payee window will appear where you can decide the final payee name.

How do I change autofill in Quicken?

Choose Edit menu > Preferences. In the left pane, select Data entry and QuickFill. In the right pane, select the settings you want to use.

How do I turn off autofill in Quicken?

There is no way to turn that feature off. But if you are entering transactions manually, if you enter a Payee and then Option-Tab out of the Payee field, Quicken will retain the Payee name but blank out the rest of the transaction (e.g. it will not “auto fill”).

How do I rename a payee in Quicken?

To Edit an Existing Rule

1. Go to Edit > Preferences.
2. Select Downloaded Transactions.
3. Click on Renaming Rules.
4. Select the rule you want to edit.
5. Click on Edit the name for this payee (Pencil icon) to edit the rule.
6. Enter the new Payee name.
7. To save the rule, click OK.