Stopping the Population of Memo Column From Downloaded Transactions

recursor1

I could have sworn I saw a setting somewhere to deactivate the population of the memo field from matched downloaded transactions, but now I'm unable to find it. Does anyone know where it is?

jtemplin

I don't know about a setting, but this is the way I do it:

1. Create a renaming rule for a transaction you want to take control over.
2. Create a memorized payee that matches the renaming rule. You can edit as many fields as you want including memo in the transaction.

For example:

1. Renaming rule: If payee contains "Comcast" change payee to "Xfinity"
2. Memorized payee: You can skip step 1. if the names in your transactions are always the same, and the memorized payee would match that name. But because I have other payees that have variable names, I've gotten in the habit of using renaming rules all the time to standardize them. For example, whenever I shop at a Publix supermarket, the names of the transactions contain the store number of where I shopped. And I don't care about that. So, I use a renaming rule to rename any of those transactions containing the word "Publix" to simply "Publix". My Disney+ charge to my AMEX has changed how the name appears several times. But they all have "Disney" in the name and that always matches.