Memo field duplicated from previous transaction at store

Quicken Windows Subscription Alumni ✭✭✭✭
I've noticed this on my credit card transaction register.
The "memo" field is being duplicated from the previous charge to each store.
Not sure if this is a Memorized Payee issue or some other setting -
ie -
charge to USPS and memo is from last month of "send gift"
charge to Hardware store is from previous trip for "ants spray"


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Comments

  • Quicken Windows Subscription Member ✭✭✭✭
    Typically it is the memorized payee that is "holding on" to the memo.  Select Ctrl+T and edit the payee entry to see what it has on the memo line.
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  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Might be a good idea to "Lock" the MPL entry so it acts as a skeleton record which is not updated with every new transaction.
  • Quicken Mac Subscription Member ✭✭✭✭
    This just added in R35.23

    Note the second item in the release notes:
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2021
    This just added in R35.23

    Note the second item in the release notes:

    What that is referring to is that quite often the downloaded memo has something about the payee in it and if your memorized payee entry has a blank memo, it would be filled in with the payee info, so this prevents it from being filled in with the downloaded junk.
    Your issue is as described by Chris_QPW and UKR.

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  • Quicken Windows Subscription Member ✭✭✭✭
    BTW was anyone else surprised that they implemented that blocking of the downloaded memo at the account level?  (Once I thought about it, it made sense, but I though they would do it at the memorized payee entry level.  Actually it surprised that they implemented it at all {A good surprise!}).
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  • Quicken Windows Subscription Member
    Where do I find "Account Details > Online Services"?
  • Quicken Windows Subscription Member ✭✭✭✭
    Voyager said:
    Where do I find "Account Details > Online Services"?
    Right click on the account name in the Account Bar and select Edit/Delete account.  That brings up the Account Details (it is also on the gear icon menu in the account).  From there you will see the Online Services tab.

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