Does MAC version of Quicken autofill past payees? Can it "FIND" a previous transaction?

pahutchison

Does the latest MAC version autofill past payees? Does it have a FIND function to, say, find and list all transactions with a given payee?

NotACPA

"Autofill"?  No.

But have you looked into Find/Replace to change those prior transactions?

smayer97

Are you comparing QWin 2010 with QMac 2020?

QMac does have autofill. Can also used scheduled transactions to do what you are asking about for regular payments. You can duplicate a transaction also (instead of copy & paste).

There are MANY differences in the QWin and QMac versions but I think most of the basics are covered, though some might be accomplished slightly differently (like the duplicate function).

If you have trouble with something, as specifically and we can try to direct you on how QMac does the same thing.

jacobs

Quicken Mac doesn't have "Find", it has "Search" -- same thing, different name. There is always a Search box on the upper right of any transaction register. To search for a specific Payee, you could…

Click on a single register, or All Transactions, on the left Sidebar; make sure the Payee column is visible, and type the Payee name you want in the Search box.



If you see a transaction for a particular Payee in a register, and you want to see all transactions for that Payee, you can Right/Control click on the transaction, and in the pop-up menu, select "Find [Payee]" or "Report on [Payee]"

NotACPA

"Autofill"?  No.

But have you looked into Find/Replace to change those prior transactions?

pahutchison

On my previous 2010 version I just converted from, if I put in the payee, it auto filled the most recent transaction for that payee into the register. All I had to do is change the date and amount. Great for putting in my every month payments, such as electric company. Also, I could use "FIND" to find a transaction from the past (e.g., a subscription), copy it and paste it into the register. Very helpful! So... Im wondering if the MAC version is just not as robust as the PC version or if you now also can't do that with the latest PC version.

smayer97

Are you comparing QWin 2010 with QMac 2020?

QMac does have autofill. Can also used scheduled transactions to do what you are asking about for regular payments. You can duplicate a transaction also (instead of copy & paste).

There are MANY differences in the QWin and QMac versions but I think most of the basics are covered, though some might be accomplished slightly differently (like the duplicate function).

If you have trouble with something, as specifically and we can try to direct you on how QMac does the same thing.

jacobs

Quicken Mac doesn't have "Find", it has "Search" -- same thing, different name. There is always a Search box on the upper right of any transaction register. To search for a specific Payee, you could…

Click on a single register, or All Transactions, on the left Sidebar; make sure the Payee column is visible, and type the Payee name you want in the Search box.



If you see a transaction for a particular Payee in a register, and you want to see all transactions for that Payee, you can Right/Control click on the transaction, and in the pop-up menu, select "Find [Payee]" or "Report on [Payee]"

pahutchison

Thanks! Very helpful. One more (maybe) question: in my old QWIN program, I had a popup menu where I could select "next check no.", Dep, txfr, etc. I assume that is not in QMAC?

jacobs

You can get the next check number by pressing "+" in the check number column.

The Check Number column is restricted to numbers. Other labels can be entered in the Action column. (You make columns visible by clicking on the Columns icon on the bottom right toolbar.) Actions are purely cosmetic and for your optional use; they have no meaning or use by the program itself.