Is there a way to turn off Memo option for individual payees
I have an issue for individual payees where the category changes based on the purchase. However, with the download for that payee the memo field is copied from the previous transaction. I have the "Never Auto-Categorize" for certain memorized payees turned on, however the memo field is copied from the previous transaction. For now I have "Don't Update Memo when Downloading" turned on for the Account. However, I would like an option to turn off for individual payees. I did not see that option in the memorized payees list.
Answers
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In the Memorized Payee List, put a space (or, a Period might be needed) in the Memo field. That should stop Q from filling in the field.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
I would also lock that Memorized Payee so future transactions Memo field entries/edits do not change the Memo filed for that Memorized Payee.
Quicken Classic Premier (US) Subscription: R59.10 on Windows 11
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Why does it do this? I use the memo field to remember what I purchased. It is never the same and I don't have any idea how to get to a memorized Payee list!
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If you're a Quicken for Windows user, one way to access the Memorized Payee List is by selecting the Tools Menu, then click on Memorized Payee List.
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If you do not want Quicken to automatically enter Categories or Memos for transactions or if you want Quicken to remember a specific same category or memo for a transaction might want to consider try one or more of these steps to see if they give you the desired results.:
TOOLS > MEMORIZED PAYEES LIST: These settings will affect specific Payees, regardless of the Account.
- Scroll through the list and click on a Payee which you want to control the Category and/or Memo field during downloading.
- On the far right, click on the Edit button for that Payee.
- Clear or assign the Category you want and/or the Memo you want to appear with every downloaded transaction for that Payee.
- Check the box for "Lock and leave this payee unchanged…".
- Check the box to "Never auto-categorize this payee…." if you wish.
- Select the specific "Type of transaction" if you wish.
- OK.
- Delete other listings for this Memorized Payee as appropriate.
- Repeat this process for other Payees as needed/desired.
GLOBAL PREFERENCES: These settings will affect all accounts.
- EDIT > PREFERENCES > DATA ENTRY AND QUICKFILL > check the box for AUTOMATICALLY MEMORIZE NEW PAYEES > OK.
- EDIT > PREFERENCES > DOWNLOADED TRANSACTIONS > uncheck the box for AUTOMATICALLY CATEGORIZE TRANSACTIONS > OK.: If you do not want Quicken to automatically categorize downloaded transactions.
ACCOUNT PREFERENCES: This will affect all transactions for a specific account.
- ACCOUNT REGISTER > upper right GEAR icon > EDIT ACCOUNT DETAILS > ONLINE SERVICES tab > check the box for DON'T UPDATE MEMO WHEN DOWNLOADING > OK.
I hope this helps. Let me know if you have any questions.
Quicken Classic Premier (US) Subscription: R59.10 on Windows 11
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