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Quicken Classic for Mac
Registers & Transactions (Mac)
How do I activate QuickFill?
gaylemorris
I enter transactions manually. Transactions for repeated payees used to QuickFill all other columns. I think one of the updates defaulted to NO QuickFill. How do I reset it to work?
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Accepted answers
Quicken Anja
Hello
@Gaylemorris
,
Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.
QuickFill Rules
are always active, however, it's possible that it may not be saved. To review, add, edit and/or delete
QuickFill Rules
, please follow the steps shown below.
____________________________________________________________________
Got to
Window > Payees & Rules
____________________________________________________________________
____________________________________________________________________
Click on the
QuickFill Rules
tab
____________________________________________________________________
____________________________________________________________________
On the bottom-left corner you can click
+
to
add
, -
to
delete
and the
pencil
to
edit.
If you're editing an existing rule, you can use the search field on the top-right to search for the payee you are wanting to edit a rule for.
____________________________________________________________________
____________________________________________________________________
When creating or editing a rule, you will receive this window below. You can then modify and enter how you would like the entry to be saved. If you would like the entry to be filled the same way each time it is entered, then you can check the checkbox at the bottom saying
Use this as the default rule if more than one rule exists
.
____________________________________________________________________
I hope this helps and let us know if you have any additional questions!
All comments
Quicken Anja
Hello
@Gaylemorris
,
Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.
QuickFill Rules
are always active, however, it's possible that it may not be saved. To review, add, edit and/or delete
QuickFill Rules
, please follow the steps shown below.
____________________________________________________________________
Got to
Window > Payees & Rules
____________________________________________________________________
____________________________________________________________________
Click on the
QuickFill Rules
tab
____________________________________________________________________
____________________________________________________________________
On the bottom-left corner you can click
+
to
add
, -
to
delete
and the
pencil
to
edit.
If you're editing an existing rule, you can use the search field on the top-right to search for the payee you are wanting to edit a rule for.
____________________________________________________________________
____________________________________________________________________
When creating or editing a rule, you will receive this window below. You can then modify and enter how you would like the entry to be saved. If you would like the entry to be filled the same way each time it is entered, then you can check the checkbox at the bottom saying
Use this as the default rule if more than one rule exists
.
____________________________________________________________________
I hope this helps and let us know if you have any additional questions!
gaylemorris
Thank you, Anja! None of the research I did pointed me to where you did and I don't think I would have ever figured it out by myself. I've made the edits and will see if I've done it correctly as entries are made in the future.
Quicken Anja
Absolutely! You're welcome.
Let me know if you have any additional questions!
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