Turnoff Auto-Recall

jess8887

Is it possible to turnoff the auto-recall feature to prevent pre-filing a "new" transactions? Nighty percent (or better) of my transactions are new transactions. I do not want Quicken to use the last (previously) entered transaction information (e.g., amount, categories splits, memo, notes, etc.) to pre-fill a "new" transactions.

For those transaction that reoccur frequently with the "same transaction information", I use Bills & Income setup those transaction.

For my new transaction, I spend most of my time and energy deleting the amounts, categories, memo, notes, etc.) from the prior transaction before I can even start entering the "new" transaction information.

This has gone from frustrating too annoying. Undoubtable, there's a way to prevent this.

smayer97

Unfortunately, there is no way to turn this off at the moment.

The closest you can get is for manually entered transactions, started entering the Payee, then once a close enough match is found, press OPT-TAB. This will enter only the Payee name and blank out all other info.

Meanwhile, you can add your VOTE to Add Option to Disable Autofill.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!

John_in_NC

When you start to type the Payee and get a match, you can always hit Option+tab and this will reject the Quick Fill (auto-complete) matches for everything else in the transaction.

smayer97

Unfortunately, there is no way to turn this off at the moment.

The closest you can get is for manually entered transactions, started entering the Payee, then once a close enough match is found, press OPT-TAB. This will enter only the Payee name and blank out all other info.

Meanwhile, you can add your VOTE to Add Option to Disable Autofill.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!

jacobs

Two comments:

First, you shouldn't need to spend any time deleting amounts and categories. Whether there is something in the fields or nothing in the fields, you just enter what the news transaction should be. For instance, when you tab to the Amount field, if there's a value pre-filled from a previous transaction, it's auto-highlighted, so you don't have to delete it, you just type the new value, which will replace it. Same with the Memo/Notes field; if you want no Memo/Note, it takes one press of the Delete key to remove the old one, which is auto-highlighted, and if you want a new one, just start typing and it will delete the old one and replace it with what you're typing. So while eI can understand you might not want these fields auto-filled, it really shouldn't be requiring you much extra time or work.

Second, you should be able to make it work the way you'd like it to when they release the promised Quickfill or memorized transaction feature -- which we've been led to believe will be out within weeks.

John_in_NC

When you start to type the Payee and get a match, you can always hit Option+tab and this will reject the Quick Fill (auto-complete) matches for everything else in the transaction.