Transactions are not auto-populating (Q Mac)

David Gerber

Prior to recent upgrades, when I entered a new transaction in my check register it would auto-populate all the fields. It no longer does so, and I have to manually enter category, tag, amount, and Memo/Notes. How can I change this?

Quicken Anja

Hello @David Gerber,

Thank you for reaching out to the Community regarding your issue and I'm sorry to hear that you're experiencing this.

First-- Could you provide the version of Quicken you are running?
Quicken > About Quicken

In regards to your question-- You should be able to change this through QuickFill Rules. To find this, please, follow the steps below--

1. Go to "Window" at the top of your screen
2. Select "Payees & Rules"
3. Select the "QuickFill Rules" tab

(illustration below)
---

---

---

Here you will find a list of your payees and how they are currently saved for the
QuickFill feature that prompts your transaction data to auto-populate in the appropriate fields while creating new transactions.

Should anything need to be modified in this list you can select the payee that needs to be modified, then click on the pencil on the bottom left corner to edit it. To the left of the pencil, you will also notice a minus-sign (-) to delete payees from the list and a plus-sign (+) to create a new QuickFill rule.

You can also view a brief overview on how to create these rules from within your transaction register by going to Help > What's New in Quicken
(illustration below)
---

---
Last, the next illustration below is just some release notes from the latest version release with more detailed information on the QuickFill Rules feature.
---

---

Let us know how it goes and if you have any further questions, please do feel free to reach back out to us!

-Quicken Anja

Quicken Anja

Hello @David Gerber,

Thank you for reaching out to the Community regarding your issue and I'm sorry to hear that you're experiencing this.

First-- Could you provide the version of Quicken you are running?
Quicken > About Quicken

In regards to your question-- You should be able to change this through QuickFill Rules. To find this, please, follow the steps below--

1. Go to "Window" at the top of your screen
2. Select "Payees & Rules"
3. Select the "QuickFill Rules" tab

(illustration below)
---

---

---

Here you will find a list of your payees and how they are currently saved for the
QuickFill feature that prompts your transaction data to auto-populate in the appropriate fields while creating new transactions.

Should anything need to be modified in this list you can select the payee that needs to be modified, then click on the pencil on the bottom left corner to edit it. To the left of the pencil, you will also notice a minus-sign (-) to delete payees from the list and a plus-sign (+) to create a new QuickFill rule.

You can also view a brief overview on how to create these rules from within your transaction register by going to Help > What's New in Quicken
(illustration below)
---

---
Last, the next illustration below is just some release notes from the latest version release with more detailed information on the QuickFill Rules feature.
---

---

Let us know how it goes and if you have any further questions, please do feel free to reach back out to us!

-Quicken Anja