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Memorized Transactions only bring down payee, not filling category or amount

anemicscarecrow

Since the last update , the memorized transactions only bring down the payee, not the category or amount. I deleted a memorized transaction and re-memorized it; still no joy

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Accepted answers

Sherlock

If you haven't already, I suggest you check the Recall memorized payees preference: select Edit > Preferences...

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splasher

I'm running QW R28.24 and it works for me when I manually create a new transaction in different accounts.

jrich75

I'm not having a problem with the current version either but if the following is still unresolved, it may apply.
https://community.quicken.com/discussion/7877542/memorized-payee-list-data-is-incorrect/

JRICHTER1

I am experiencing the exact same problem with version R28.24

Sherlock

If you haven't already, I suggest you check the Recall memorized payees preference: select Edit > Preferences...

anemicscarecrow

Yup. That fixed it. It must have gotten turned of by the last update.

FredArthur

R28.24 - edit preferences as described above.
Interesting because I ran into that problem today. The split information exists in the transaction shown on the Bill and Income Reminders window but the transaction in the Memorized Transaction list lost the splits! I have been using this transaction for years.

I receive updates from OSU, that payee has a renaming rule; the memorized transaction is inserted. (Then I get the dialog asking ... is this the reminder ..... But since there was no split in the memorized transaction, none are recorded.

I deleted the memorized transaction and memorized a prior month transaction.

Side note: Help->About Quicken.
Since it is a requirement to place the version in these post, how about making those fields (Year, Version, Build), strings that can be copied to the clipboard or provide a button to copy them to the clipboard; copy/paste.

Stay safe,

Fred J.

Sherlock

FredArthur said:

R28.24 - edit preferences as described above.
Interesting because I ran into that problem today. The split information exists in the transaction shown on the Bill and Income Reminders window but the transaction in the Memorized Transaction list lost the splits! I have been using this transaction for years.

I receive updates from OSU, that payee has a renaming rule; the memorized transaction is inserted. (Then I get the dialog asking ... is this the reminder ..... But since there was no split in the memorized transaction, none are recorded.

I deleted the memorized transaction and memorized a prior month transaction.

Side note: Help->About Quicken.
Since it is a requirement to place the version in these post, how about making those fields (Year, Version, Build), strings that can be copied to the clipboard or provide a button to copy them to the clipboard; copy/paste.

Stay safe,

Fred J.

@FredArthur: If the memorized payee was incorrect, you may want to review: https://community.quicken.com/discussion/7877542/memorized-payee-list-data-is-incorrect/p1

JRICHTER1

Yep, turning (back?) on that third setting fixed the problem. I too think this setting was turned off by a recent software update process.

mkwasniewski

https://community.quicken.com/discussion/comment/20117326#Comment_20117326

The items highlighted were already already checked in preferences. I am using Quicken Premier R57.26 Build 27.1.57.26.

Quicken Anja

Hello @mkwasniewski,

since this is an older post that was originally created back in September of 2020, it is less likely to receive an answer now.

I would suggest creating a new post for better visibility and to potentially receive responses from other users who may currently be experiencing the same problem. Doing so will also assist us with better tracking ability in the event that this issue may result in an escalation being required.

Please be sure to include a description of the issue, any error messages as well as the version of Quicken you have currently running (Help > About Quicken). The more information you are able to provide will help the Community to better understand and assist.

Thank you!