Memorized transactions not entering CATEGORY/TAG/AMOUNT when using?

Jun 13, 2020 Last reply: 6 years ago 3 Replies

Interesting this just happened starting today without any Q pgm updates made. In most of my memorized transactions, I have the category and/or tag info saved so when starting to type just the PAYEE name, it autofills all of that in the register. Even the drop down looks correct, but when entered into the register, none of that info is in the transaction.



Anyone else have this issue or seen it lately?



I see related issues in QUICKEN.COM lately, but those are on Q for MAC. I should have noted I am on Q 2020 for WIN (10), R26.23.

-----------------------

I tested in Q2020 R26.23; memorized payees are working correctly for me.

In my experience, the category, tag, memo and amount only get filled in when I tab out of the payee field.

If Quicken is not filling those fields when you tab out of the payee field and there is an applicable Memorized Payee, you should check Edit > Preferences > Data entry and QuickFill, and insure that "Complete fields using previous entries" and "Recall memorized payees ...." are checked.

John, many thanks! It indeed was that "Recall memorized payees" was not checked; how that got unchecked, I don't know. But that did it. Appreciate the quick helpful reply.

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required