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changing manual entries to "N/A"

Steve22

For about 10-14 days I have been dealing with a very annoying issue, where. after I make a manual entry in either the payee or memo column in both a checking account or credit card account, that entry, after a subsequent download, is inexplicably changed to "N/A". I have tried the previous remedies (disable auto-sync in mobile & web, and validate and repair in the file), and neither resolves the issue. I am using Windows 11 and the Quicken version R59.18. Help!!

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Quicken Anja

Hello @Steve22,

Before you begin troubleshooting, we recommend that you first save a backup.

Since you said you have already tried to Validate your data file, next I suggest you try to Super Validate.

Super Validate:

File
Hold CTRL + Shift and click Validate and Repair File...
Super Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

I hope this helps!

Bob_L

Try this: Edit account details for those accounts and on the online services tab check the box to not update the memo field when downloading.

Steve22

Thanks, Bob L……..your suggestion to check the box to NOT update the memo field for each account, in the online services tab was, indeed, the solution.

Quicken Anja

@Steve22 thank you for confirming that Bob_L’s suggestion worked for you! Glad to hear your issue has been resolved. 🙂

Steve22

Well, I spoke too soon. The manual entries I've made to the memo field are STILL BEING CHANGED to N/A…this is sooo [Removed - Profanity] annoying. I will try super validating and let you know.😫

Steve22

Even "super validating" does not resolve the issue of manual entries in the memo column being changed to N/A…..HELP, please😡

Jim_Harman

Go to Tools > Memorized Payee List and click on each Payee where the Memo field is being changed to N/A. Click on Edit, delete the N/A in the Memo, and check the Lock box.

This should prevent the Memo from being populated with N/A because of an entry in the Memorized Payee List..

Does that fix it?

Quicken Anja

@Steve22 thank you for following up, though I am sorry to hear that the issue has returned.

Since super validating failed to resolve it, we would recommend reaching out to Quicken Support directly for further assistance and possible escalation if they see fit.

We apologize for any inconvenience! Thank you.

Edit: Did not see @Jim_Harman's response before posting mine. Please try that first and follow up before contacting Support.

Steve22

Well Jim Harman's suggestion did not work either.

Bob_L

Are you downloads automatically entered or do you review them in the downloads tab? If automatic I suggest you don't do that. If you are reviewing them I assume they show up as a match? At that point do you choose accept or do you save the match in the register? I suggest you save it in the register to see if that helps

Steve22

Well, Jim Harman's suggestion did not work either…..my manual memo entries are STILL BEING CHANGED TO NA. I will contact Quicken Support😕

Steve22

To Bob L…..My downloads are not automatically entered, but I do review them and add entries to the memo field before accepting them. Any new downloads would not necessarily show up as a "match". It's when previously accepted downloads are subsequently edited (as in adding an entry to the memo field), THOSE manual entries in the memo field are, with a subsequent download, inexplicably changed to NA.

Bob_L

FWIW, I ran a test today where I had set the option to not update the memo field and it worked correctly in not updating a blank memo field of a matched transaction in my register from a previouly entered reminder.

I now realize my test is different from your issue which is really strange and makes me wonder if you have file corruption.