Deleting a Payee

General Discussions and Announcements

Deleting a Payee

Postby Roy Murphy » Tue Jan 27, 2015 5:35 pm

What exactly happens when I delete a Payee from the List of Payees? I have Payees that I will never use again and I would like to eliminate them from displaying when I am entering information in My Checkbook. Will deleting the Payee impact what the Account in My Checkbook displays when an entry is made? Will it affect the Balance column? Will it affect reconciling the account?
Roy Murphy
 
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Re: Deleting a Payee

Postby mthadm » Tue Jan 27, 2015 7:15 pm

Hello,


MyMoney has build-in checks and balances so it will determine whether it is safe to delete a Payee (or Category) - if it deems safe then it will let you delete it with no adverse effects

You can also use a menu option Edit-Purge Unused Payees that will locate and delete all unused Payees automatically


Thanks,
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