Windows Quicken [question about memo text in memorized payee entries]

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kriswithAK
kriswithAK Quicken Windows Subscription Member
edited September 2023 in Download, Add/Update Accounts (Windows)

In my downloaded transaction, I want to not erase the memo field when I select a memorized payee. I have nothing in the Memo field of the memorized payee

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Answers

  • kriswithAK
    kriswithAK Quicken Windows Subscription Member

    Thanks in advance.

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If a memorized payee has a blank memo, Quicken will put whatever is in the downloaded memo in that field.

    The only way I have found to get around that is to have a "." in the memorized payee memo field. I know it is not blank, but it is as minimal as you can get.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • RalphC
    RalphC Quicken Windows Subscription Member ✭✭✭✭

    Go to your register, press CTRL-SHIFT-E, and select the Online Services tab. At the bottom left, choose how Quicken should treat a downloaded memo.

    image.png
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20377621#Comment_20377621

    Great feature point out, @RalphC , I had forgotten about that.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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