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Quicken Classic for Windows
Registers & Transactions (Windows)
Memorized payees not categorizing
Burt H.
For the last couple of weeks, when I enter a memorized payee in the register the payee name autofills but the category is blank. I verified that the category is specified in the Memorized Payee list. I am on Release 44.28
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NotACPA
Might you have multiple memorized payees with the same name ... one of which includes a value in the category field and another doesn't?
Burt H.
Thanks for the response No, I don't have any duplicate memorized payees...at least not anymore. In recent weeks Quicken had been creating duplicate memorized payees when I reused existing ones, but I deleted all the duplicates.
Burt H.
I found the answer in a previous thread titled "How do I fix auto categorization not working?" from August 2020. The Preference setting for "Recall memorized payees" under "Data entry and QuickFill" had gotten unchecked. (IDK how, since I haven't deliberately changed any of my Preference settings in years.)
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