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QuickFill rules aren't updated when clearing memo

Hi, I appreciate all the improvements you've been making to QuickFill transactions. I did notice that the memo field in an existing QuickFill rule isn't updated when clearing the memo after using the rule in Quicken Deluxe 2020 5.16.1. Specific reproduction steps:

1. Have an existing QuickFill rule that has the Payee, Category, and Amount fields specified.

2. Use the rule to create a new transaction, and add text to the Memo field before saving the transaction.

3. Verify that the QuickFill rule now has the Payee, Category, Amount, and Memo fields specified in Window->Payees & Rules-> QuickFill Rules, as expected.

4. Use the rule to create a new transaction, and clear out the autofilled Memo field before saving the transaction.

5. The QuickFill rule still has the Memo field specified in Window->Payees & Rules-> QuickFill Rules. I would expect it to be cleared after step 4.

Workaround is to manually edit the QuickFill rule to clear the Memo field.

Best Answer

Answers

  • lemondjefflemondjeff Member
    Thanks, I didn't notice that you could report a problem from within Quicken. I sent them the issue.
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