Category, Tag, and Memo fields not filling in correctly from the Memorized Payee List

Question

Dear Quicken Support Team,

I have sent in multiple Help requests in the "Report a Problem" tab but have not seen a fix for the past month.

Is anyone else having a problem with the latest software update when it comes to entering transactions from the Memorized Payee List?

When I select the transaction I want to use it does not fill in the same information for the Category, Tag, and Memo fields that have been previously used. Instead it fills in whatever it wants for those fields so I have to manually fix each item.

It has become more than an inconvenience to have to manually enter the correct information for every receipt before matching it to my downloaded transactions.

I have many repeating receipts on a weekly and monthly basis that are already saved as memorized transactions, with the Category, Tag, and Memo fields pre-filled. However, since the update, when I select the appropriate transaction from The Memorized List, the fields populate randomly so I have to make manual corrections before accepting the transaction so I can track the spending category or tag it to my liking. This has made my bookkeeping process incredibly tedious and this is no longer a time saver but a time wasting process....

I have been using Quicken since 1998 and never been so frustrated with an update!!!

If this is not fixed soon, I would love to hear know a better product, I am all ears.

Boatnmaniac · Answer

Have you edited your Memorized Payees to delete the old memos and then lock them?  To do this: Right click on the Memorized Payee in the Memorized Payee List and then click on Edit.  Then edit the fields as you want and check the desired boxes (as shaded in yellow in the following picture) and then click on Save.:

Also, if you have multiple listings for the same Memorized Payee you might want to consider deleting all but the one that you edited and locked.  To do this:  In the Memorized Payees List, right click on the Memorized Payee and then click on Delete.

One other thing:  Some Financial Institutions download Memo field data.  To stop downloaded data from populating the Memo field (which can replace a previous manually entered Memo), go to the Online Services tab of Account Details for the Account and check the box for Don't update memo when downloading followed by clicking on OK. :

dmorganoh68 · Answer

I have a similar issue, but the main thing is the memo field gets pre-populated with old memo phrases whenever I download from banks and credit companies.  How do I stop that?

UKR · Answer

Verify that the latest update did not accidentally change settings in Edit / Preferences / Data Entry and Quickfill.

Under the Data Entry header, the 2nd, 3rd and 4th setting should all be checkmarked to make data entry work.

Under Quickfill the 1st and 2nd settings should be enabled.

All other settings are at your discretion, but I recommend the last setting, "Remove …" to be enabled with a setting of 12 months or greater, to prevent the Memorized Payee List from overflowing with unused entries.