Is there a way to turn off Memo option for individual payees

Question

I have an issue for individual payees where the category changes based on the purchase.  However, with the download for that payee the memo field is copied from the previous transaction.  I have the "Never Auto-Categorize" for certain memorized payees turned on, however the memo field is copied from the previous transaction.   For now I have "Don't Update Memo when Downloading" turned on for the Account.  However, I would like an option to turn off for individual payees.  I did not see that option in the memorized payees list.

Boatnmaniac · Answer

If you do not want Quicken to automatically enter Categories or Memos for transactions or if you want Quicken to remember a specific same category or memo for a transaction might want to consider try one or more of these steps to see if they give you the desired results.:

TOOLS > MEMORIZED PAYEES LIST:  These settings will affect specific Payees, regardless of the Account.

* Scroll through the list and click on a Payee which you want to control the Category and/or Memo field during downloading.  
* On the far right, click on the Edit button for that Payee.  
* Clear or assign the Category you want and/or the Memo you want to appear with every downloaded transaction for that Payee.  
* Check the box for "Lock and leave this payee unchanged…".  
* Check the box to "Never auto-categorize this payee…." if you wish.  
* Select the specific "Type of transaction" if you wish.   
* OK.
* Delete other listings for this Memorized Payee as appropriate.
* Repeat this process for other Payees as needed/desired.

GLOBAL PREFERENCES:  These settings will affect all accounts.

* EDIT > PREFERENCES > DATA ENTRY AND QUICKFILL > check the box for AUTOMATICALLY MEMORIZE NEW PAYEES > OK.
* EDIT > PREFERENCES > DOWNLOADED TRANSACTIONS > uncheck the box for AUTOMATICALLY CATEGORIZE TRANSACTIONS > OK.:  If you do not want Quicken to automatically categorize downloaded transactions.

ACCOUNT PREFERENCES:  This will affect all transactions for a specific account.

* ACCOUNT REGISTER > upper right GEAR icon > EDIT ACCOUNT DETAILS > ONLINE SERVICES tab > check the box for DON'T UPDATE MEMO WHEN DOWNLOADING > OK.

I hope this helps.  Let me know if you have any questions.

UKR · Answer

https://community.quicken.com/discussion/comment/20443629#Comment_20443629

If you're a Quicken for Windows user, one way to access the Memorized Payee List is by selecting the Tools Menu, then click on Memorized Payee List.

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Quicken Help! (Quicken for Windows)

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SharonKirk · Answer

Why does it do this?  I use the memo field to remember what I purchased.  It is never the same and I don't have any idea how to get to a memorized Payee list!