Memorized Payee List not working as expected

MSGS
MSGS Member ✭✭
edited January 28 in Registers & Transactions (Windows)

When I select any of the Memorized Payee List, Quicken only populates the Payee field. All other fields (Category, Tag, Memo, Amount) are empty. This issue started after the last update, Release R65.29. Even when I try saving a new Memorized Payee, the same issue occurs. Validate and Repair also does not solve the problem. This is likely a bug regression from the latest update.

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Answers

  • crwalejr
    crwalejr Quicken Windows Subscription Member ✭✭✭✭

    See if this is the problem: Open Memorized Payee List, On the right side of the fields row there is an icon that kind of looks like a spreadsheet. Click this icon and make sure the fields you want to see are checked.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @MSGS,

    Thank you for reporting the issues you are seeing with the memorized payee list.

    I am not seeing the same in my own Quicken. In addition to what @crwalejr suggested, I have some follow-up questions for you.

    • Did the suggestion of adding the columns fix the issue?
    • Have you noticed any other strange behaviors happening in your file?
    • Where is your data file located?
      • You can see this by going to File. The first file listed near the bottom of the menu is the file you are currently in. The file path will be displayed there; that's what we are looking for.
    • Is your file being synced/backed up by any third-party services like OneDrive, Dropbox, or Google Drive?

    Looking forward to your response!

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

  • MSGS
    MSGS Member ✭✭
    • Did the suggestion of adding the columns fix the issue?
      • No. The issue is not about seeing the columns in “Recall memorized payees”. It is about auto-populating when adding new transaction.
    • Have you noticed any other strange behaviors happening in your file?
      • No
    • Where is your data file located?
      • In AppData folder
    • Is your file being synced/backed up by any third-party services like OneDrive, Dropbox, or Google Drive?
      • No. File sits only in local HDD.

    That said, thank you @Quicken Alyssa for the prompt response. And thank you @crwalejr for your help. I found the root cause in the settings. Although I haven't touched the settings for years, there is this “Recall memorized payees” that was unchecked. Checking it solves my issue. I'm still quite certain some code changes in the latest release erroneously unchecked the box. I use Quicken daily so I'm super aware of any changed behavior. My suspicions come from the release of a related 'Save this to Memorized Payee List' (it is pop-up when you select the category field) that has never work up till today. I don't use it so I never reported it.

    All is good now. Thanks once again.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In Edit / Preferences / Data Entry & Quickfill is this setting checked? Complete fields using previous entries

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