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Memorized Payee List: How Can I Add Multiple Memorized Transactions (Locked/Unlocked)

Homestar

Version: Quicken Classic on Windows 10 Version R62.16

The memorized payee list is very difficult to use, and I'd like some help organizing it. Previously, if left unmanaged, Quicken automatically added payees and their associated transactions to the list, as you can see from this screenshot:

There doesn't seem to be a way to manually add a memorized transaction for a given payee. You would think there would be a context menu item for adding a new memorized transaction when right clicking:

Additionally, if you lock a payee using the "Edit Memorized Payee" screen, it will clear out all of the memorized transactions in the Memorized Payee List, except for one, even if there were previously other memorized transactions. This is a significant inconvenience for payees who have multiple recurring transactions. Think of a client who pays you for several different subscription services each month. Being able to memorize only one of these requires a lot more time than if the feature were flexible enough to remember (and lock) multiple

Is there a way to lock memorized payees so Quicken doesn't automatically edit the amounts in the event of an anomaly, but still have multiple memorized transactions for a given payee?

If this feature doesn't exist, Quicken, please add it! It would give users like myself more control and save a ton of time.

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Comments

RalphC

I'm not having all the difficulties you are experiencing. To add a payee to the Memorized List simply right click on the entry in a register and select memorize payee. Locking will prevent any changes to the memorized payee. Bu, this is a user forum. No Quicken presence here other than a couple of moderators. If you want to contact Quicken, you need to go to Quicken Support.

UKR

To add a payee to the Memorized List simply click this button:

If you have problems with keeping your various Bank of America entries separate from each other, try using distinct Payee Names instead, e.g., "BofA Bus Savings Transfer", "BofA Interest", etc.

To see the complete MPL, both locked and unlocked entries, be sure to NOT have "View locked items only" set in Options

Instead of MPL entries, for recurring items such as monthly subscription fees, set up and use Scheduled Reminders instead, assigning distinct Payee Names, e.g., "John Doe (Subscr. A)", "John Doe (Subscr. B)", etc.

UKR

The redesigned Memorized Payee List, as of release R 63.19

The Block select feature, to allow selection of multiple MPL entries, makes it possible to lock / unlock multiple MPL entries. Block select a group of MPL entries, right-click on a highlighted entry, click "Lock" in the popup menu.

However, the new MPL now has a new problem.

The list's Lock column now shows an icon. This icon, unlike in the prior version, is not clickable to directly set or release the Lock. One must right-click on the icon and then click "Lock" in a popup.

IMHO, that design is not user friendly and should be changed.