Add Search to Memorized Payee List [5 Merged]

Jay O'Brien

Add a search box to the Memorized Payee list. Free-form search on Description, Type, Tag, Memo, Amount that pops up a new window to allow editing or deleting of single or multiple items (per the search box).

BRETTB

I have a large list of Memorized List and trying to Clean it up by Merging, Deleting, Etc.

1. Like to see a quick search feature. Pain to Scroll

2. When I'm deleting an entry, quicken refreshes the screen and takes me to the top of list. It should stay where I'm located on screen and if the item is deleted then spot should be the next non deleted entry. Updated> works ok if deleting one but with two or more it goes to top of list.

Say you have 300+ entries you can see when one is trying to clean up the list it becomes a pain. I know I could go through the list and select then delete all at once but some times I find that a little scary.

Quicken Anja

Hello All,

This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

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UserDavidC

These two suggestions for the Memorized Payees List are needed. Anyone with more than a couple of pages of payees would benefit from these two suggestions.

Chris_QPW

#2 should be considered a bug not a feature request.  But with that said I just deleted a payee out of my Memorized Payee List and it didn't scroll up to the top.  I believe that there are different situations that make it scroll up, and as such the problem need a better definition on how to reproduce the problem...

OK I found a way to reproduce the problem.  If you delete only one payee it doesn't scroll up to the top, but if delete two or more it does.

davidlambert

It would be nice if Quicken didn't even populate the 'Memorized Payee' list with every transaction. I feel that unless a 'Memorized Payee' transaction is locked, multiple entries are not necessary. Add a separate entry only if the new transaction differs from the 'locked' transaction, otherwise, just replace the previous transaction.

Chris_QPW

davidlambert said:

It would be nice if Quicken didn't even populate the 'Memorized Payee' list with every transaction. I feel that unless a 'Memorized Payee' transaction is locked, multiple entries are not necessary. Add a separate entry only if the new transaction differs from the 'locked' transaction, otherwise, just replace the previous transaction.

It sounds like you don’t understand all the use cases for the memorized payee list, or I’’m just confused on what you are trying to say.  The purpose of locking a memorized payee is so that it doesn’t get updated when you make a change in a transaction in the register, and that includes not adding new entries.  As in say I have Safeway locked with a category of Groceries and have a Safeway transaction that I change to Household.  The lock means that I don’t want Quicken to add Household.
This way if I normally want it to be Groceries it won’t “drift off” to some other category.

The reason the main reason why the memorized payee list has multiple entries is because of its “first use”.  As in when doing manual entry it allows you to quickly switch between categories (or amounts for that matter) that you use a lot.  As in if you have the automatic memorize on it will create new payee entries, that you can switch between.  But when you are mostly doing downloading it become ambiguous of which one is going to be used, and therefore locking makes a lot of sense in that case.  And that locking should prevent creating new entries. 

So that is where I’m confused on what you are trying to say because the “non locked” use case is exactly when you would want your payee to have multiple entries.  And in the case of it being locked the last thing I want Quicken to do is ask me if I want to add that entry.

And for the record I believe that once a person has used Quicken for awhile and built up the memorized payees that they use a lot, they should turn off the automatic memorizing of the payees to prevent all this “build up” of tons of unneeded payee entries.  That is what I did years ago.  If I run into a new payee/category I want to memorize I just hit Ctrl+M to memorize that transaction.