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Memorized Payee List Not Working After Latest Update

dpphippsjr

I am running Quicken Classic Deluxe Version R63.21 Build 27.1.63.21. When I attempt to click on Use for a Memorized Payee List entry, it does not update the item I have selected in my checking register. It was working fine before this latest update. Do you have any ideas?

Thanks, Dan

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Comments

Quicken Jasmine

Hello @dpphippsjr,

Thanks for reaching out!

Let’s narrow it down:

Just to confirm — when you click “Use” from the Memorized Payee List, nothing at all happens in the register? No update to the selected transaction, no error, no cursor shift?
Is the transaction you’re trying to update already selected/highlighted in the register before you go to Memorized Payees and hit “Use”? That step is usually required.
Do you have any filters or sorting enabled in the register (like showing only certain dates or categories)? That sometimes causes visual hiccups or misleads the app into thinking nothing is selected.
Can you try right-clicking a different transaction in the register, choosing 'Edit', and then using the Memorized Payee? Just to check if it works during that flow.

Let me know what you find after trying the above, and I’ll keep digging.

dpphippsjr

Hello Quicken Jasmine,

1 - Correct, nothing at all happens. The Memorized Payee List stays on the foreground and no updates are seen in the register in the background.

2- Yes, I have the transaction selected/highlighted.

3- No, I do not have any filters or sorting enabled.

4- I did attempt that and saw it wanted to add a new one, so I cancelled out of that.

Thanks, Dan

Jim_Harman

The process you describe appears to be working for me, but for another and I think easier way to use the Memorized Payee List, see this discussion

https://community.quicken.com/discussion/7963520/update-r63-21-broke-memorized-payee-list

dpphippsjr

Hello Jim,

I only have three MPL entries, so I do not need to use the search payee box. I am not attempting to create a new entry in my register. I have always selected the transaction in the register and then went to the MPL, right clicked on the entry I want to use and click on use. Now when I click on Use, nothing happens.

UKR

If you haven't done so already, please do the following actions:

Even if you are on the latest software level already, download and install the latest Manual Patch file from https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product to ensure your Quicken software is up to date and correctly installed. Your original installation of R 63.21 may have had a problem during installation.
Reboot Windows. Let Windows fully wake up and do whatever it wants to do after booting up … 15 minutes or so.
Start Quicken. Do not run One Step Update.
Run BOTH Validate and Supervalidate to attempt to repair your Quicken data file.
If nothing helps, try to restore your Quicken data file from an Automatic or Manual backup taken just prior to the problems first occurring. https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

Validate and Supervalidate instructions
First save a backup file prior to performing these steps
Validate:
• Click File
• Select Validate and Repair File...
• Select Validate File
• If the data file contains investment accounts also select "Rebuild investing lots".
• If you suspect that a damaged Quotes Price History causes your problems, also select "Correct investing price history" functions "Delete" or "Repair and Rebuild".
• Click OK
• Review the Data Log. Anything interesting in there, worthwhile posting here?
• Close Quicken, leave it closed for about 30 secs
• Reopen Quicken and see if the issue persists.

Super Validate:
• Click File
• Press and hold both CTRL and Shift keys while you click Validate and Repair File...
• Select Supervalidate File
• Click OK
• Review the Data Log. Anything interesting in there, worthwhile posting here?
• Close Quicken, leave it closed for about 30 secs
• Reopen Quicken and see if the issue persists.

dpphippsjr

UKR,

I followed your recommended steps. After the validate I reviewed the data log, most of the entries were [Unspecified Account] and then executed the super validate. The super validate reported no errors. I closed Quicken, counted to 40 and reopend Quicken. The issue persists. I selected the entry in my checking transaction register, opened MPL, right clicked on the Payee I want to use and clicked on Use. Nothing happened. I tried creating a new MPL but it behaved the same way. I clicked on Use and nothing happened.

I restored from a 06/15 backup, which was the last backup before the issue occurred. I restored it to a copy. I then executed a One Step Update. After the transactions were downloaded I attempted to use an MPL entry. It is still not working. The issue persists.

dpphippsjr

Does anyone have other suggestions? MPL is still not working.

mshiggins

You can try reverting to a prior patch level. Just download and run the manual patch from this article:

https://www.quicken.com/support/reinstalling-and-patching-your-quicken-subscription-version-after-your-membership-has/#section-windows-3

Tack Hammer

I'm experiencing the same problem since the last update. This happens every year or so after an update. It's a Quicken issue and should not be that hard for them to fix as all the information is in the Memorized Payee list. It simply does not populate into the register. Dumb! Fix it Intuit!

Tack Hammer

To clarify for myself, when I start to enter Payee that is in the MPL, I shows me the information in the category that should populate, but even if I click on the displayed record, it only populates the payee name, not the category or other information. Again, it can see the information because it's displaying it to me. So the fact that it doesn't populate the register MUST BE A programming bug.

Jim_Harman

@Tack Hammer If you go to Edit > Preferences > Data Entry and QuickFill, what options are selected? Sometimes settings are changed unexpectedly after an update.

In the top section, I have all the boxes checked except for the top one and Quicken recalls Memorized Payees as expected.

The behavior you describe sounds like what happens when the Recall Memorized Payees box is not checked.

dpphippsjr

@Jim_Harman,

When I checked Edit > Preferences > Data Entry and QuickFill, The Recall Memorized Payees box was greyed out and the first two selections: User enter key to move between fields, and Complete fields using previous entries; were not checked. Once I checked Complete fields using previous entries, the Recall memorized payees was then selectable. I selected it, but even after a restart of Quicken MPL still did not work.

Jim_Harman

@dpphippsjr

Let's take a step back so I can understand exactly how you are trying to use the MPL.

Is the problem with entering a new transaction, or with modifying a downloaded transaction or one that is already in the register?

When you are entering a new transaction for a Payee that is in the MPL, exactly what process do you use?

Do you start by opening the MPL (Tools > Memorized Payee List or Ctrl-T) and pick the Payee you want to use, or do you go to the Payee field in the blank transaction at the bottom of the register and start typing the name?

What happens next? What exactly is not working?

Rick_S

@dpphippsjr, I also have issues with the latest (2) updates and the Memorized Transactions List as you can see in my recent post. In my case if I tried to open the list the program crashed immediately. I have tried all the fixes offered in my post and this one, and none work. I downloaded and applied QW27.1.62.14MPatch.exe which reverted to that version and have had no problems since. Once I see an update newer than 63.21 I'll apply and see if Quicken has resolved this problem.

dpphippsjr

@Jim_Harman

The problem is with modifying a downloaded transaction. I select the downloaded transaction, open up Memorized Payee List, right click on the MPL entry I want to use and click on Use. Its the same process I have used for years.

Thanks, Dan

dpphippsjr

@Rick_S

I just went back to 62.14 and MPL is working again.

Thank you!

sksailr

I also use the MPL in the way Dan has described however it isn't working regardless of what I try (I have tried everything listed here with the exception of rolling back the version). This is extremely frustrating as I have some very lengthy split entries that are easy when MPL is working but quite difficult when it isn't (like now). Personally I would prefer a better solution than rolling back to an earlier version.

Thanks,
Karen