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

Carol Thomas

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

CaliQkn

@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

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???

CaliQkn

@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

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

CaliQkn

@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

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

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.

CaliQkn

@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

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

ElenaSSF

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

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

Agree. Please get rid of this annoying popup!!