Memorized payee and memos

erictoninewport

Is there any way to tell quicken to not save the memo every time i enter a transaction?

Example: i have a saved payee, say Chase Bank. I enter a payment to my loan. When i do that i normally enter the confirmation number in the memo column.

When i enter my next transaction it enters that memo from the previous transaction. How do i get it to stop saving the memo from my last transaction to same payee???

Jim_Harman

You can lock the memorized payee to prevent these changes.

Go to Tools > Memorized payee list and select the transaction. Click on Edit. Clear the Memo box and check the Lock box.

erictoninewport

> @Jim_Harman said:
> You can lock the memorized payee to prevent these changes.
>
> Go to Tools > Memorized payee list and select the transaction. Click on Edit. Clear the Memo box and check the Lock box.

Thanks, will do some clean up this weekend and look at it.