Issue entering two memorized withdrawal transactions in a row in investment accounts

May 14, 2024 0 Replies

I have memorized transactions set up to record my monthly IRA distributions (withdrawals) in my IRA accounts. I have two such memorized transactions set up for each investment account—one for the net distribution and one for the withholding tax on the gross distribution (the sum of the two transaction amounts). The first such transaction I enter works fine; after I click on Payee (me) in the "Withdraw" window, select the memorized transaction from the list that pops up and press ENTER, Quicken fills in the payee, amount and the memo. If I then click on the button "Enter/New" to enter the second withdrawal in the same investment account and again select the desired memorized transaction as in the first instance and press ENTER, nothing gets filled in in any field except for the payee name. I then have to either (1) enter the info manually, which defeats the purpose of having memorized transactions, or (2) cancel out of the window and re-enter the transaction anew as with the first transaction.



I now opt for method #2 as a matter of course, but it bugs me every time I do it. I now enter the first transaction and then, instead of clicking on "Enter/New" when I'm finished, I click on "Enter/Done" instead. I then have to again select "Enter Transactions," enter the type of transaction, the date and select the desired memorized transaction, etc.



Does anyone else have this issue? It's been happening to me seemingly forever so it's not some new thing.


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