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.