Memorized payee and memos
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erictoninewport
Member ✭✭
Is there any way to tell quicken to not save the memo every time i enter a transaction?
Example: i have a saved payee, say Chase Bank. I enter a payment to my loan. When i do that i normally enter the confirmation number in the memo column.
When i enter my next transaction it enters that memo from the previous transaction. How do i get it to stop saving the memo from my last transaction to same payee???
Example: i have a saved payee, say Chase Bank. I enter a payment to my loan. When i do that i normally enter the confirmation number in the memo column.
When i enter my next transaction it enters that memo from the previous transaction. How do i get it to stop saving the memo from my last transaction to same payee???
0
Answers
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You can lock the memorized payee to prevent these changes.
Go to Tools > Memorized payee list and select the transaction. Click on Edit. Clear the Memo box and check the Lock box.QWin Premier subscription0 -
> @Jim_Harman said:
> You can lock the memorized payee to prevent these changes.
>
> Go to Tools > Memorized payee list and select the transaction. Click on Edit. Clear the Memo box and check the Lock box.
Thanks, will do some clean up this weekend and look at it.0
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