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

Carol Thomas · June 23

I have been running my Quicken Classic Deluxe since 2009. Upon logging in today, Quicken updated and now each time I work a downloaded transaction, I get a pop up asking if I want to Save this to the Memorized Payee List, with a check box prefilled in with the check to do so. My payee is already memorized, with the correct category assigned, or it may be one of a few different categories I need to assign (i.e. multiple properties and I need the expense assigned to the correct property).

How do I get rid of this message? It is extremely frustrating that years of assignments will now be overridden. Unchecking does not solve the problem as the message continues to appear, even for the same payee. I went into properties to try to turn this off but cannot find it.

This is slowing me down when a particular monthly download for a credit card has over 300 transactions and now I need to go in on each transaction and make sure the box is unchecked, otherwise years of building my database it ruined.

Thank you for the help,

Carol

[Deleted User] · June 23

@Carol Thomas getting the checkbox to remain unchecked seems to be a two step process.

First click on Edit → Preferences → Data Entry and Quickfill, and uncheck "Automatically memorize new payees"

Then, uncheck that "Save this to Memorized Payee List" pop-up box.

Once you do this, the pop-up box should remain unchecked.

Carol Thomas · June 23

Hi - thank you for the quick reply. I have done both but it is every transaction I come to has this and it is cumbersome when going through 300+ transactions.

Plus, I am finding that it is every transaction that just download, despite for instance "Exxon Mobile" keeps popping up to save this in memorized transactions, with the check mark in the box to save, but it was saved. tried unchecking, and every time I get to Exxon Mobil, the message pops up again with the box checked. So, I keep it checked and saved, but I continue to get the pop up.

Is it possible to "undue" an update because this one regressed my work output???

[Deleted User] · June 23

@Carol Thomas after you change the setting in Preferences, it should then remove the default checkmark on all transactions.

If you find a transaction that still has the default checkmark, then uncheck it, but you shouldn't need to uncheck all 300 transactions.

Carol Thomas · June 23

Hi - I truly appreciate the assistance, but the check mark is literally on every transaction. Amazon transactions, I have about 30, different users and different tags so the category is different for each card holder. I add the category that is needed, then uncheck the box and save. the remaining 25 or so transactions continue to bring up a really old category and the check mark remains. And yes, I followed your instructions to preferences and unchecked the "Automatically memorize new payees" Plus, the check box appears on all memorized payees, not just new ones.

Nothing I do resolves my issue. This is why I asked if there was a way to undue or rollback an update

[Deleted User] · June 23

@Carol Thomas I understand completely. This checkmark situation seems to be affecting users and/or accounts differently. For my accounts, all I need to do is uncheck that option in Preferences, and all the default checkmarks from all transactions are removed. That doesn't seem to be happening with your accounts.

There is a way to rollback a release. Click on this link to a Quicken Support article that contains a list of prior releases. Just install the release that you want to roll back to.

https://www.quicken.com/support/reinstalling-and-patching-your-quicken-subscription-version-after-your-membership-has/

I would also suggest that you submit a "Report a Problem" to Quicken Support and follow up with contacting them.

To submit a problem report, click on Help → Report a Problem.

Carol Thomas · June 23

thank you for the suggestion - I will follow up with Quicken Support. To make matters worse, and it could be coincidental to the update this morning, but all of my AmEx transactions came in duplicated so instead of 330ish transactions, I have 660ish to go through, delete the dupes, then deal with the check box thing. Not a good morning for me. You assistance has been very much appreciated - thank you

gambit.xmn · June 28

I have the same (maybe similar?) problem. Preference is set correctly (Automatically memorize new payees is unchecked) - yet on every transaction I see this whenever I enter a category:

How do I remove this? For that matter, why does this pop up automatically in the first place? It used to be that this option was out of the way, in the right-click drop down menu where it belongs. Help please.

[Deleted User] · June 28

@gambit.xmn as far as I can tell, you can't remove it but you can stop it from automatically showing by going to Edit → Preferences→ Data Entry and QuickFill, and uncheck "Automatically open dropdown lists…"

emhamiltn · July 5

Quicken REALLY needs to make this "[ ] Save this to Memorized Payee List" pop-up a user settable option. It is quite annoying

ElenaSSF · July 5

I totally agree. This annoying popup I now have to dodge and avoid is absolute garbage and just makes my data entry WORSE. Over the last ten years quicken has gotten worse and worse. If there were any other don't load all your data to the cloud replacement I'd have left a decade ago.

charsage · July 12

Make this annoying pop up go away or make it an option! It gets in the way and serves me no useful purpose other than to inspire me to look at a new alternative to Quicken. There has to be something better!

GR2011 · July 16

Agree. Please get rid of this annoying popup!!

sbrothnj01 · July 27

Stopped dropdowns from appearing.. Inconvenient, but.. So now i dont get drop downs for categories or tabs either so i have to do it manually. Not a big deal but then the Save to Memorized Payee box still opens, blocking the view of my next transaction. Quicken has to get rid of this!!!!!!

Jeff Montgomery · August 14

@Carol Thomas It took me a while to figure out exactly what the "Save this to Memorized Payee list" checkbox is even supposed to do. At first I thought it was a setting for each transaction but I don't think it is.

It looks like it gives you a way to override the preferences setting for "Automatically memorize new payees" for a single line in the register. For example if you have "Automatically memorize new payees" unchecked in preferences, then "Save this to Memorized Payee list" will always pop up unchecked for all lines in the register. It is not something that is saved per transaction. It's just a way to override the default if you want to and memorize the payee for that one transaction. Therefore I don't believe you need to change 300 transactions, because it is not stored in the transaction.

As @CaliQkn said if anyone wants to hide it, you can change Edit → Preferences→ Data Entry and QuickFill, and uncheck "Automatically open dropdown lists…"

Rob Price · August 14

I have the "Automatically open dropdown lists" unchecked, and it still does this.

lawsclar · August 20

Stop repeating solutions that multiple users are saying are not working!! This needs to be made to go away by Quicken software engineers! Your users are telling you there's a problem!! Listen to them and fix it.

Chris_QPW · August 20

https://community.quicken.com/discussion/comment/20505223#Comment_20505223

There are no Quicken software engineers here, you are talking to other Quicken users.

If you want to get a more direct line to the Quicken software engineers (but you won't get any feedback) use Help → Report a problem.

And it would probably help to report the problem through Quicken Support:

https://www.quicken.com/support#contact-support

ParrotRob · August 31

https://community.quicken.com/discussion/comment/20504003#Comment_20504003

Unchecking "Automatically open dropdown lists" definitely does NOT work.

gambit.xmn · September 13

Agree with ParrotRob - unchecking "Automatically open dropdown lists" does NOT work. For that matter, I cannot even tell what changes when you do check and uncheck "Automatically open dropdown lists".