Suggested New Feature- Options for autosaving

I have quicken set to autofill the category from previous transactions for that payee, which says considerable time when downloading transactions - however, it is also auto-filling the "memo" field, which I use for additional description to a particular transaction. I don't know why people would want this to happen, but at a minimum it should be an "option" to select on how things get auto-populated.
1 votes

Active · Last Updated


  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @Fred Schneider,

    Thank you for taking the time to reach out to the Community with your request.

    I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Please, be sure to add your own vote as well.

    -Quicken Jasmine
  • UKR
    UKR SuperUser ✭✭✭✭✭
    When a new register transaction is generated from downloaded data, the downloaded Memo text generally is added to the new register transaction.
    There's a relatively new per-account setting which controls this: For each account where you want this setting go into Edit Account Details / Online Services tab: To enable it, put a checkmark at "Don't update memo when downloading".
    When a downloaded transaction is matched to an already existing register transaction which has text in the Memo field already, the downloaded Memo text never replaced existing Memo text.
    If the Memo field of an existing register transaction is blank and you don't want it filled with downloaded Memo text, regardless of the above setting, just put a single "."(period) in the register's memo text and it'll stay "." forever.