Unwanted QuickFill

John_M

I have Amazon set up as an annual scheduled transaction in Bills & Income for Amazon Prime. I do not have any QuickFill rules set up for Amazon (see first attachment).

When I create a new Amazon transaction, I type "am" and the default in the dropdown list comes up for the scheduled transaction (see second attachment). If I tab through without thinking, then the category and memo are added to the transaction. In order for this to not happen, I have to remember to arrow up and chose the match above.

I tested this for other scheduled transactions that do not have a QuickFill rule and found that this same behavior holds for all of them. It seems to me that when I type in a memorized payee that does not have a QuickFill rule, but happens to have a scheduled transaction, it should not default to the scheduled transaction. I think that it should just default to the memorized payee without any category or memo.

Am I misunderstanding how QuickFill works or should Quicken work differently?

jacobs

@John_M  there's a pretty easy way to get it to work the way you want. Create a new QuickFill rule for Amazon, with nothing but the Payee name (e.g. no category, no amount, no memo). On the Quickfill Rule screen, check the checkbox for "Use this as the default rule if more than one rule exists for Amazon". Now, when you type "am", the default Payee selected will be that "naked" Amazon Payee without any other fields filled in, not the scheduled transaction.