Option to ignore memo information on downloaded transactions

MSStateDawg

See the attached image. When accepting downloaded transactions there is much information (which I personally consider to hold no value) being inserted into the Memo field of the record. I would like the option to ignore this be added to Preferences > Downloaded transactions. Thanks.

splasher

I use a Memorized Payee with a "." in the Memo field.  Yes, I do get a "." in all of them, but it isn't the gibberish that comes in from the download.  I've tried a space, but that doesn't work.

UKR

As an alternative to "." in the Memo text ... There's a relatively new setting you can try for each credit card account:

But you will still need a Renaming Rule to rename the downloaded "xxxx KROGER xxxxxxx" stuff to just "Kroger".

Chris_QPW

splasher said:

I use a Memorized Payee with a "." in the Memo field.  Yes, I do get a "." in all of them, but it isn't the gibberish that comes in from the download.  I've tried a space, but that doesn't work.

This only works for the case where you are manually entering the transactions and you match it to the downloaded transaction.

Stated a different way, if you put in a transaction with the memo field filled in, when Quicken matches the downloaded transaction to that existing transaction, Quicken will not override the user entered memo.  But in all other cases it will use the downloaded memo, unless the person uses the new option that @UKR has pointed out above.

MSStateDawg

UKR said:

As an alternative to "." in the Memo text ... There's a relatively new setting you can try for each credit card account:

But you will still need a Renaming Rule to rename the downloaded "xxxx KROGER xxxxxxx" stuff to just "Kroger".

Holy crap. Thank you! I had no idea that feature had been added. FYI, it's also available for bank accounts.