How do I get the new "Save this to Memorized Payee List" check box to remain unchecked?

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Jaz Egg
Jaz Egg Quicken Windows Subscription Member ✭✭

When entering a transaction for an existing payee, this box is still checked. I have several payees that I have locked because I don't want the categories or amounts to be saved. I have tried turning off "Automatically memorize payees" but the check box remains checked and it keeps saving new versions of the payee with the new category/amount.

Version R63.21 Build 27.163.21

Answers

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @Jaz Egg are you referring to this checkbox?

    image.png

    If so, all you need to do is uncheck the box once, and it will remain unchecked, until you check it again.

  • mrmathis
    mrmathis Quicken Windows Subscription Member ✭✭

    I have just started getting that box, and no, it does not remain unchecked for me. It pops up for every transaction, defaulted to checked, and doubly annoying that I can't find a way to get there with the keyboard, so I have to go to the mouse every time. I often choose to not memorize payees that I'm not likely to revisit, or that get different categories on different visits (eg Amazon) and this seems insistent that I memorize a single one.

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @mrmathis if it doesn't stay unchecked then try unchecking this option in Edit → Preferences → Data entry and Quickfill -

    image.png

    Then, uncheck the pop-up box. You might need to do it more than one for it to stick.

    If the option in Preferences is already unchecked, try unchecking the pop-up box again.

  • mrmathis
    mrmathis Quicken Windows Subscription Member ✭✭

    Thanks for the tip @CaliQkn. That option was checked, and unchecking it seem to transfer over and bring the box up unchecked. I had already finished my main checking accounts when I flipped it, but a different credit cards account seems to behave as I'd like it. Thanks!