Auto-Filling Memo Section for Repetitive Payees

Question

Prior to one of the updates this year, if I manually entered a payee, the category and memo sections would auto-fill. The memo section would be the same memo entry from my most previous entry for that payee. Now the memo section appears to be auto-filling with a "memorized" info prior to the Quicken update. I know I can edit the memorized payee info to auto-fill the memo section with nothing, but I really liked the memo section auto-filling from my most previous transaction. I am only asking about manually entering transactions. This has nothing to do with downloading transactions from my bank. Thank you!

mshiggins · Answer

@bilnog is the preference for Data Entry and QuickFill | Automatically Memorize New Payees checked?

bilnog · Answer

Thank you for your reply. Nothing seemed to fix my issue. "Complete fields using previous entries" was enabled. I can delete "memorized" memo entries for each payee then the memo pops up blank when I make a new transaction. Enabling "Complete fields from previous entries" apparently doesn't include the memo entries from the latest entry.

I include the date of my transaction in my memo entries which is helpful in making sure I don't enter duplicate transactions as well as giving me the date the last time I paid the payee.

Thank you for your help, but I am still stuck.

Sceptic · Answer

@bilnog it sounds like Quicken is now pulling the Memo from the Memorized Payee record rather than from your most recent transaction for that payee.

I would check Edit → Preferences → Data Entry and QuickFill and verify that Complete fields using previous entries is enabled. Then open Tools → Memorized Payee List and look at the affected payees. If a Memorized Payee contains a saved memo, Quicken may use that memo instead of the memo from the most recent transaction.

As a test, try clearing the saved memo in the Memorized Payee entry for one of those payees and then create a new transaction. If Quicken starts using the memo from the most recent transaction again, you've identified the cause.

If this behavior changed after a Quicken update and the preferences are unchanged, it is possible the update altered the interaction between Memorized Payees and QuickFill. Other users may be able to confirm whether they are seeing the same change.