about of previous transaction no,longer show

Dan McCarter

For many years when I key in a new transaction for a utility bill for example the system would bring in the dollar amount from the most previous transaction but it no longer does. it also seems that all my categories are no longer attached to a given vendor. Is that two new features or two new bugs

John_in_NC

Yes, they changed the QuickFill behavior. It was on purpose (and popular demand) that the amount, tags, and memos aren't carried forward with payees. You can create a "rule" with those values, but it won't do so automatically.

The latest version of 5.15 does now allow you to record these amounts like it did in the past. (Mainly, because the former decision wasn't so popular after all.) When you are typing in the category, you will see a checkbox that will allow you to save all the fields Do this once, and all future transactions will behave this way.

jacobs

Dan McCarter said:

Now I would like to correct the names in my payee list in mass and and can't find that function

If you open Window > Payees & Rules, you can scroll through or search for specific Payees. If you edit a Payee name here, it will update all instances of that Payee name throughout your database. If you have multiple variations of what should be a single Payee (e.g. "Lowes" and "Lowe's" or "McDonalds" and "McDonald's"), you can simply Command-click two or more Payees and then click the Merge button at the bottom of that window; Quicken will ask you which of the variations you want to preserve as the Payee name, and it will merge the two or more variations and update all instances in your database.

John_in_NC

Yes, they changed the QuickFill behavior. It was on purpose (and popular demand) that the amount, tags, and memos aren't carried forward with payees. You can create a "rule" with those values, but it won't do so automatically.

The latest version of 5.15 does now allow you to record these amounts like it did in the past. (Mainly, because the former decision wasn't so popular after all.) When you are typing in the category, you will see a checkbox that will allow you to save all the fields Do this once, and all future transactions will behave this way.

Dan McCarter

Thanks that worked Now I would like to correct the names in my payee list in mass and and can't find that function

jacobs

Dan McCarter said:

Now I would like to correct the names in my payee list in mass and and can't find that function

If you open Window > Payees & Rules, you can scroll through or search for specific Payees. If you edit a Payee name here, it will update all instances of that Payee name throughout your database. If you have multiple variations of what should be a single Payee (e.g. "Lowes" and "Lowe's" or "McDonalds" and "McDonald's"), you can simply Command-click two or more Payees and then click the Merge button at the bottom of that window; Quicken will ask you which of the variations you want to preserve as the Payee name, and it will merge the two or more variations and update all instances in your database.