Managing Payees in Quicken for Mac
The Payee window (Window > Payees & Rules in the Subscription Release) helps you manage your payees and also allows you to run quick payee reports. You can add payees, rename them, merge similar payees, and hide the names you no longer want to see in your auto-complete lists.
On the Payee window, click the Add icon (plus button) on the lower left side of the window. Specify an appropriate name for the payee. This payee will then appear as an auto-complete suggestion when adding transactions.
You can hide the payee names that you no longer want to use. Simply select the required payee names and click the Minus icon on the lower left side of the window. You can also select the check box in the Hidden column corresponding to the payee names.
Hidden payees are not deleted or removed from transactions. They are just not displayed in the Payee window and do not appear as auto-complete suggestions when entering a payee name in your account register. If you ever change you mind and decide you want them back, just select the Show hidden check box on the lower right side of the Payee window.
If you decide that you need a different payee name for easier identification, just select the payee and click the Edit icon on the lower left side of the window. Enter a new name for the payee. The new name will reflect in all the transactions that the payee is associated with.
Subscription Release users: You can now set up renaming rules for your payees. For more information, click here.
If you feel you do not want to maintain multiple payees for a similar expense; for example multiple grocery payees; you have the option to merge them. Simply select the payee names you want to merge and click Merge Payees. The selected payees will be merged and the payee name created first will be applied to the merged payee. This name will reflect in all the transactions that the merged payees are associated with.
You can then rename the merged payee.
View Payee Summary Report
The Usage column displays the number of times the payee has been used in transactions. Click this number to view the summary report for that payee. This report displays details of all the transactions that the payee is associated with.
- Click the Customize button on the upper right side of the report to further customize the report by account, category, tag, or date range. You can then save it as a custom report.
- Click on a specific transaction in the list to view the details of that transaction in the account register.
Note: The payees from hidden accounts will not be displayed in the payee summary report. However, their usage is added up in the usage count
Online Payee Restrictions
You cannot edit payees after an online payment has been made and attached.
The payee list contains all payees that are used in transactions throughout the Quicken database. Therefore, you cannot delete a payee unless you delete it from all transactions.