Autofill fields

debax

In my old Quicken 2007 (Mac), once I entered the Payee name Quicken woud autofill Amount, Category, etc. This does not seem to work on Quicken 2020 for Mac. Either that or I have something set incorrectly. Anybody have a suggestion? Thanks.

jacobs

@debax  All you need to know is what's shown in the screenshot in Quicken Tyka's post above. As you start to type a Payee name, Quicken displays a "Best matches" menu underneath. You need to select one of those options for the other fields to auto-fill. As shown in her screenshot, the first matching option is just the Payee name, which you'd use if you do not want the category/amount/memo/tags/splits to auto-populate. Then follow one or more QuickFill rule entries for the Payee. In her example, the one highlighted in blue is a QuickFill rule for Amazon which shoes it has a category (in this case, a transfer) and an amount.

In your case, you should see "Payee: Social Security (name)" followed by "Payee: Social Security (name), income:social security, amount" select the latter (it's probably auto-highlighted by Quicken) and your transaction will be auto-filled. Unlike Quicken 2007, here you can have multiple QuickFill rules for one Payee (which can be useful for a Payee like Amazon where you might have several different regular categories you use.)

jacobs

Quicken 2020 calls this feature QuickFill, and it indeed has this capability. It's actually more flexible than in Quicken 2007. I suggest you go to Help > Quicken Help and click on Basics > Adding QuickFill Rules to learn about how QuickFill works. Then post back if you have questions or problems.

debax

I tried adding a QuickFill rule from the Payees and Rules window. As a trial, I used the Payee: Social Security (name). I included the category: income:social security, and an amount. Then I added a transaction using this Payee for next month, but the amount and category did not QuickFill. The amount is shown as $0.00 and the category is shown as "Uncategorized". Definitely not working as I expected it should. I must be missing something...

Quicken_Tyka

Hello @debax

Thank you for the response, although I apologize that you continue to experience this trouble.

To confirm, are you selecting the Quickfill rule when entering this transaction? 




If you select the first option in the list, just the Payee, this will leave the category and amount blank as the rule is not being selected.

I hope this helps!
-Quicken Tyka

debax

Being new to Quicken (Mac) 2020, I'm not even sure what you mean when you ask, "are you selecting the Quickfill rule...? In Quicken 2007 when I entered the Payee name, the Category and even amount from previous transactions would be automatically filled in. Perhaps if someone would lay out ALL the steps for QuickFill to work, I could follow better and understand what I'm doing wrong.

jacobs

@debax  All you need to know is what's shown in the screenshot in Quicken Tyka's post above. As you start to type a Payee name, Quicken displays a "Best matches" menu underneath. You need to select one of those options for the other fields to auto-fill. As shown in her screenshot, the first matching option is just the Payee name, which you'd use if you do not want the category/amount/memo/tags/splits to auto-populate. Then follow one or more QuickFill rule entries for the Payee. In her example, the one highlighted in blue is a QuickFill rule for Amazon which shoes it has a category (in this case, a transfer) and an amount.

In your case, you should see "Payee: Social Security (name)" followed by "Payee: Social Security (name), income:social security, amount" select the latter (it's probably auto-highlighted by Quicken) and your transaction will be auto-filled. Unlike Quicken 2007, here you can have multiple QuickFill rules for one Payee (which can be useful for a Payee like Amazon where you might have several different regular categories you use.)

debax

Finally I got it. It works quite different than Quicken 2007, but as you said, it's actually more flexible. Once you spelled it out, I tried setting up a new transaction and once I selected the "proper" Payee option, the other fields were filled in as expected. Thanks to you and Tyka!