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"Check number" entries on auto-entered transactions?

I use the auto-enter facility of BillPay to remind me of upcoming bills and income. I have them add these transactions automatically 35 days ahead of time, so I can view my upcoming cash flow.
But I don't see a way to use the Check Number field to have different categories (ie: different entries that are in the check number field that you can add to the list, such as "TXTR", "Online Transfer","BillPAY","Online Inc", etc.) that I have set up. I can see by clicking "Print Check with Quicken" that that one shows, but none of my other added entries.
Am I clear, and am I missing something?
Thanks.
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Reply to
Andrew
On 2018-10-30 14:01:08 +0000, Andrew said:
You are correct. We can not edit "Check #" field of an existing reminder. However, we can set the "Check #" field of a new reminder by using an existing transaction in a register as a template for the new reminder: right-click on the transaction and select "Add Reminder".
Reply to
Sherlock

You are correct. We can not edit "Check #" field of an existing reminder.
However, we can set the "Check #" field of a new reminder by using an existing transaction in a register as a template for the new reminder: right-click on the transaction and select "Add Reminder". ---------------------------------------------------------------
In my experience, using "Add Reminder" from the right-click menu is not a reliable way to get the register Num value into a Reminder. In fact, I can't find any reliable way to accomplish that.
I tested with all Quicken-defined Num list choices: "DEP" and "Print [Check]" were in the Num field of the Reminder created by "Add Reminder" - but "ATM", "EFT", "Next Check Num" and "TXFR" were not.
None of my user-defined Num list choices were ever in the Num value of a Reminder created by using "Add Reminder" in the right-click drop down.
In some cases, a Quicken-defined Num list choice is substituted for the register User-defined Num list value when creating a Reminder using Add Reminder. I used Add Reminder on a deposit transaction with a Num value of "Direct": the resulting Reminder had a Num value of "DEP".
My current test was in Q2019 R14.27. But my results agree with my recollection from multiple earlier versions of Quicken.
Other than noted above, I believe the only way to get your choice of Num list value in a transaction Entered from a Reminder is to have the Reminder "Remind you" then key the desired value in the "Method/Check" field (or select the desired value in the "Method/Check" dropdown).
Reply to
John Pollard
On 2018-10-31 03:23:03 +0000, John Pollard said:
Mea culpa. I believe I may have been thinking of the behavior of "memorized payees".
I performed an "add Reminder" test with all the Quicken-defined Num list choices using Quicken 2016 R18.4 (to punish myself) and found the same results you reported. Note: On auto-entry, only the "Print" sticks. On manual-entry, the Num choice list appears to be restricted based on the type of reminder. For example, the Num choice is restricted to "transfer" for the transfer. I didn't test any user-defined Num list choices.
Reply to
Sherlock
Yeppo, bummer. You'd figure if they give you the option of adding it to a transaction, it should be able to be set in the same memorized transaction. I'll submit that request for enhancement, not that I think it will do that much good, but one never knows. Thanks for getting back to me.
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Reply to
Andrew
"Andrew" wrote
Yeppo, bummer. You'd figure if they give you the option of adding it to a transaction, it should be able to be set in the same memorized transaction. I'll submit that request for enhancement, not that I think it will do that much good, but one never knows. ----------------------------------------------------------
Caution: Memorized payees also do not allow the user to specify any/every Num value the user would like.
But I think you'll find that Memorized payee Num value restrictions are somewhat different than Reminder Num value restrictions.
And I believe there is some logic to the both limitations. I think it would be more difficult for Quicken to expand those limitations than it might appear.
Reply to
John Pollard
That's certainly possible without knowing the internals of the plumbing.
But from the UI externals, if I specify something on a register line and memorize that, then it seems to me that all user-specifiable fields in that transaction should be retained and a reminder should be able to be created, honoring all the details.
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Reply to
Andrew

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