Memorized payee settings aren't preserved

TenaciousB
TenaciousB Member ✭✭
edited May 2022 in Registers & Transactions (Windows)
Hi, when I set up a manual memorized payee there seems to be an issue where the category I set won't stick. For example I set up a payee called "xfer main" and the only setting I want on it is the category set to transfer to a certain account. That way I just type in the name of it and the amount, and I don't have to go select the account to transfer to every time. I can set it up but the next time I open quicken the category setting is gone. Is there a fix for this or some other way I should be trying to accomplish it? Thanks.

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    I've got a $0 memorized payee that's a transfer from my wife's checking account to mine.  Have you tried saving with $0?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I just found a strange quirk to Quicken's memorized payees with a transfer.

    If you don't lock the memorized payee, it will not save.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    And my $0 transfer IS Locked
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • TenaciousB
    TenaciousB Member ✭✭
    No joy, tried this on a couple $0 transactions, still loses the transfer acct even when I set them to locked. Thanks for the suggestion though, appreciate it.
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