Payee's Not Memorizing

Not too long ago I managed to switch from the out of the box Quicken to now subscribing.

With that being said, when entering items to my registry, I am finding that some repeat payees do not come up again and I am having to re-enter them into the registry.

Am I missing something?

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    edited July 2023

    Hello @BuckeyeBorn238,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    Before I can further assist you, I require some more information. When did you first notice this issue? After a recent update? If so, which update? Do you receive any error codes or messages?

    I look forward to your response.

    -Quicken Jasmine

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  • Hello!

    There isn't any error messages and I would say that it has always been like that since moving from the off the shelf version I had to the subscription.

  • UKR
    UKR SuperUser ✭✭✭✭✭

    Please ensure that all optional settings in Quicken pertaining to recall, memorization, automatic categorization and renaming of payee names are enabled.
    You find those settings in Edit / Preferences / Data Entry & Quickfill and Downloaded Transactions. Additional settings for the detection and processing of transfer transactions can be found in Edit / Preferences / Transfer detection.

    To ensure specific Payees' transactions are memorized, select the transaction in the register and press CTRL-M to memorize it.

This discussion has been closed.