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?

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.
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Got to Window > Payees & Rules
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Click on the QuickFill Rules tab
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____________________________________________________________________

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.
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I hope this helps and let us know if you have any additional questions!

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!