How to disable auto-clearing the auto-category when "fixing" payee?

Question

Honestly, who comes up with this terrible product "features"?

Please tell me how to "disable" clearing the valid auto-categories for my downloaded transactions after I "fix" the payee to the correct name?

Quicken Carlos · Answer

Hello again, @skowronek.

I am checking in once more before this thread gets closed. If you need assistance, let us know.

Quicken Carlos · Answer

Hi @skowronek,

I just wanted to follow up since I haven’t heard back from you. I’m checking in to see if you still need assistance.

Quicken Carlos · Answer

Hi @skowronek,

Thanks for reaching out to the Quicken Community.

Before following any of the troubleshooting steps below, I recommend creating a backup of your Quicken data file.

Based on your description, it sounds like the issue may be related to Memorized Payees. The Complete fields using previous entries setting under Data Entry and QuickFill may be enabled.

If the issue is happening with all payees:

* Go to Edit > Preferences > Data Entry and QuickFill.
* Uncheck Complete fields using previous entries.

If the issue is happening with only one payee:

* Go to Tools > Memorized Payee List.
* Search for the affected payee.
* Click the Edit icon in the Actions column.
* Select Never auto-categorize this payee during QuickFill or downloads.

I hope this helps! Let me know how it goes!