Help with Quickfill Payee and Category Quicken 2006

If the downloaded payee name is "Check", you can tell Quicken to rename (using "Renaming Rules) the payee "Check" to be whatever payee name you like. If the choose to have payee "Check" renamed to "Shell Oil", for example, and you have a memorized transaction for Shell Oil that has a category of "Gasoline", then Quicken will fill in the category "Gasoline" for you when you download a transaction for payee "Check".

Trouble is, it is highly unlikely that every transaction that has a downloaded payee name of "Check" is a transaction for the same payee (do you only write checks to one payee?): that being the case, you probably can not do what you want to do.

(The downloaded amount plays no part in either renaming or "Quickfill"ing the category).

Why didn't you say so? (You probably did and I mis-read your post).

Edit > Preferences > Quicken Program > QuickFill

Check the boxes: "Complete fields using previous entries" and "Recall memorized payess ...".

Are you entering the payee before or after you accept the downloaded transactions. I believe that if you change the payee in the register after you have accepted the transaction, the category will not change. I believe that if you change the payee from "Check" to "Acme" before clicking Accept for that downloaded transaction, then the category should be copied from your memorised transaction (assuming you have one for that payee).

Blackwood is correct: QuickFill (other than completing payee names) doesn't work for existing transactions, just "New" transactions ... whether entered manually or downloaded. If you modify the payee before accepting the downloaded transaction, the "new" transaction will have the correct payee name for a match with your memorized payee and quickfill of category.

When you "select" the downloaded transaction in the "Accept transactions into register" window, the transaction will also then appear in the register above. At that point, you can edit the fields in the downloaded transaction by editing its image in the register. Once you have edited the downloaded transaction, you can "Accept" it.