Memorized Payee List issue

farnick600

have various memorized payees, some are paid regularly, some now and then, either way like to memorize any given transaction for future use (especially when splits are involved: item/service, tax, title, insurance, tip, etc since many times a future transaction is similar and don't want to recreate the wheel each time they may be used)

until a few weeks ago, those that were not recurring (did NOT have the "show on calendar" check box checked), and continued NOT having the "show on calendar" check box NOT being checked now i've needed to alter/edit/uncheck the box of that transaction (not all memorized transactions, but many), even recently UNused memorized transaction that were knowingly UNchecked memorized transactions that became checked AGAIN when i took a look see at the memorized transaction list at some later point

this behaviour coincided with previously sound, expected results of using a memorized transaction, where some now have a new UNcategorized, UNtagged, RANDOM dollar amount w/the Memo field prepopulated with "Split Amount Adjustment"

been using your program since 1999 or thereabouts, so almost know what i'm doing, please fix

qv r60.20, qb 27.1.60.20

mshiggins

Are you syncing to the Quicken cloud? That is known to wreak havoc with memorized payees.

farnick600

don't use it, but was trying to fix 'regular' banking updating earlier and set it up but turned it back off a day later as i don't sync this at home setup, but the behaviour stated happening before this, IIRC, did that to try to 'clean up' general Q issues, did a file validate/repair a few days ago that showed issues w/401k type stuff (it lost what brokerage account some withholdings were ascribed to), but don't use quicken to track investing, use it only for general banking concerns

kaywdee

Any updates on this? My Memorized Payee list has zero functionality. It won't populate any information after I type the name into the Payee field.

UKR

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.

Not recalling memorized entries when entering a new transaction?
Go into Edit / Preferences / Data Entry and Quickfill. Make sure "Complete Fields Using Previous Entry" has a checkmark.

If all else fails: Rebuild a damaged/corrupted MPL
After creating a backup of your Quicken data file …
To rebuild the Memorized Payee List from existing transactions, click Tools, hold down Shift and CTRL, then click Memorized Payee List.