Memorized Payee and payments

Shane

What happened to all my memorized payees with the payment? Since the upgrade to 5.14.3 all the payees are there, but all the payments have been brought to $0.00. It appears I have to go into the Windows->Payees & Rules and manually enter the numbers?

jacobs

Yes, in the 5.14 release, which introduced QuickFill rules, Quicken implemented the rules to only retain Categories -- not Amounts, Memos or Tags -- when it create a QuickFill rule. The product manager said that based on a survey of beta testers, they thought the majority of users wanted it this way -- but there's been a lot of outcry from unhappy users. And, happily, he has said the next release will give users the option of having QuickFill rules capture just the Category or All Fields (as it used to work).

For now, you can manually create/edit QuickFill rules with Memos or Amounts if you want. Or wait until the 5.15 release sometime within the next month.

jacobs

Yes, in the 5.14 release, which introduced QuickFill rules, Quicken implemented the rules to only retain Categories -- not Amounts, Memos or Tags -- when it create a QuickFill rule. The product manager said that based on a survey of beta testers, they thought the majority of users wanted it this way -- but there's been a lot of outcry from unhappy users. And, happily, he has said the next release will give users the option of having QuickFill rules capture just the Category or All Fields (as it used to work).

For now, you can manually create/edit QuickFill rules with Memos or Amounts if you want. Or wait until the 5.15 release sometime within the next month.