How to delete a default Memo/Note That Shows up with a new transaction entry? (Q Mac)

Ozzboy
Ozzboy Member

I have a subscription to Quicken for Mac. Every time I enter a new transaction for a specific category (Groceries) an item is placed in the Memo/Notes field. I want that field to be blank for that category.

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello @Ozzboy,

    Thank you for reaching out to the Community and telling us about your issue, though we apologize that you are experiencing this.

    First, have you checked your QuickFill Rules to see if this memo/note has been saved there? You can do so by navigating to Window > Payees & Rules.

    Thank you!

    -Quicken Anja
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Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello @Ozzboy,

    Thank you for reaching out to the Community and telling us about your issue, though we apologize that you are experiencing this.

    First, have you checked your QuickFill Rules to see if this memo/note has been saved there? You can do so by navigating to Window > Payees & Rules.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • jacobs
    jacobs SuperUser, Mac Beta Beta

    To clarify, the memo is not being entered due to the category, it's due to the specific Payee for this transaction. You likely have a QuickFill Rule defined to provide the category and memo for this Payee.

    Quicken Mac Subscription • Quicken user since 1993
  • Ozzboy
    Ozzboy Member

    Anja - following your directions led me to fixing the issue I was having with the Memos/Notes. Thank you for a quick solution to the problem I was having.

  • You’re welcome and thanks for the update! Glad to hear that worked for you. 🙂

    -Quicken Anja
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