Memorized Payee is not filling in columns

dynamicfly

In the latest update to Quicken Classic R66.23 27.1.66.23

When I type in a memorized payee, and select a memorized transaction from the list, it doesn't populate the Memo, Category, or amount fields any longer. Is this a known issue?

Quicken Laura

Hi @dynamicfly,

Thank you for sharing the issue you’re experiencing with memorized transactions. At the moment, this is not a known issue. I tested the behavior on the latest version, and it appears to be working as expected. Let’s review a few settings to ensure everything is configured correctly on your end.

Check General Settings

1. Go to Edit (top left).
2. Select Preferences.
3. Click Data Entry and QuickFill.
4. Ensure the following options are checked:
   • Recall memorized payees
   • Automatically open drop-down lists in QuickFill fields
5. Optionally, you may want to uncheck “Automatically memorize new payees.”
   • I personally recommend disabling this option, as Quicken may automatically memorize a transaction even if the category, memo, or amount was entered incorrectly.
6. Click OK to save any changes.

Check the Memorized Payee List

1. Go to Tools.
2. Select Memorized Payee List.
3. Confirm that your payees are listed with the correct categories, amounts, and memos.

If there is more than one rule associated with the same payee, please make sure the one you want to use is locked, or delete the ones you no longer need.

To lock a payee:

• Right-click the payee.
• Select Lock.

Also, please verify that “Never auto-categorize this payee during QuickFill of downloads” is not enabled:

• Right-click the payee in question.
• If this option has a checkmark, click it to remove the check.

When Multiple Payees Exist
For example, if there are two rules for a payee (e.g., Acme), and one rule is blank while the other contains details, Quicken may default to the blank rule if it was the most recently used. Locking the correct rule can help prevent this behavior.

Please let me know how it goes or if you have any questions. I’ll be happy to help further!

Spokey

I started having this problem as well a couple weeks ago. Mine will populate the payee but not the category. v- 27.1.66.23

UKR

https://community.quicken.com/discussion/comment/20544300#Comment_20544300

If this happens when creating a new transaction in the register, make sure that the Preferences settings have been enabled correctly. See previous comment about "Check General Settings", item 4.

batl

https://community.quicken.com/discussion/comment/20544327#Comment_20544327

This worked for me. I think that a recent update must've caused the "Recall Memorized Payees" box to become unchecked in the preferences.

Quicken Laura

Hi @batl,

That’s great to hear. I’m glad that worked for you!

Please don’t hesitate to reach out if you have any additional questions. I’m happy to help anytime!

batl

https://community.quicken.com/discussion/comment/20544611#Comment_20544611

However, there is something that has happened during a recent update that causes that setting to not "stick". When I exited Quicken and re-started it the next time I wanted to use the program, this setting had reverted back again to the "Recall Memorized Payees" box being unchecked.

Quicken Laura

Hi @batl,

I’m sorry to hear the issue is still persisting.

Let’s try installing the Quicken Mondo Patch to ensure the latest release is fully applied. This can help in case the previous update didn’t install completely. The issue with backup preferences changing after updates was addressed in R66.23.

Steps to install the Quicken Mondo Patch:

• First, create a backup of your file
• Close Quicken
• Download the US Manual Patch Update (244.51 MB)
• Locate the downloaded .EXE file (usually in the upper-right corner of your browser or Downloads folder) and open it
• Follow the on-screen instructions to complete the installation
• Once finished, open Quicken and go to Help > About Quicken to confirm the release version
• Finally, review your preferences to ensure everything is set as expected

Please let me know how it goes. I’ll be happy to assist further if needed.