Can i set the type of transaction DEFAULT??

I want the "Check #" field to default to EFT on all transactions.
No one write checks anymore.
90% of my entries are EFT, so i want the ability to set a default for this field!

Thanks.

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    You can't set a default for this field, but you can memorize a payee with the field set to EFT.
    Unfortunately you can't just edit the field in the Memorized Payee List.  You must set it on a transaction, and then memorize it.  And make sure there is only that one entry for the payee in the Memorized Payee List.  When it is used again it will have the EFT in that field.
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    (I'm always using the latest Quicken Windows Premier subscription version)
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  • UKR
    UKR SuperUser ✭✭✭✭✭
    How about ignoring the Check # field altogether? Just leave it blank. I do, except for checks and Xfer, when inserted by Quicken.
    > No one write checks anymore.
    Not quite true ... or maybe I'm the exception to the rule, the dinosaur. I still need to write on average 3 paper checks per month and, believe it or not, I do print them with Quicken. My handwriting looks like chicken scratch.

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Personally I come under the category of a writing very few checks, but on the other hand have no "ETF" transfers at all.
    At least none that would actually download with that field set.  If it wasn't for the occasional writing of a check I would just turn off the field.

    I use no "bill paying system", instead I setup almost every bill to be paid by an automatic payment from the biller's site to my credit card, or if that isn't possible, my checking account.  About the only transfers I have is to keep the checking account funded and occasionally move money to an account that gets better interest.  And for that I use the financial institution's mobile app or the website.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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