Can I prevent Quicken from entering and/or overwriting data in matched transaction during download?

Helix NGC7293
Helix NGC7293 Quicken Windows Subscription Member ✭✭
edited June 2023 in Download, Add/Update Accounts (Windows)

Noticed a few months ago that when a transaction is downloaded and the match to an existing entry is accepted, the memo field in that transaction gets populated. If I want something in the memo field, I have already entered it when recording the transaction. I do not want Quicken to enter data into that field. It is usually redundant anyways such as including the payee's name.

Best Answer

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Check this setting in the Account Details of each account:

    2023-05-12 13_37_52-account-details-memo-override.png

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Check this setting in the Account Details of each account:

    2023-05-12 13_37_52-account-details-memo-override.png

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Helix NGC7293
    Helix NGC7293 Quicken Windows Subscription Member ✭✭

    Don 't know how I missed that but thanks Splasher.

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    It isn't where you might expect to find that sort of feature, but hope it solves your issue.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

This discussion has been closed.

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