Feature Request: Please add account number to Write Check dialog

The "Write Checks" dialog is very helpful. It locates the desired payee when I begin typing the name. It would be extremely helpful to also show the account number on the form when it locates the payee. That would permit confirming that the correct payee is the recipient.
2
2 votes

New · Last Updated

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @harris48154,

    Thank you for taking the time to reach out to the Community with your request.

    I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).


    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Please, be sure to add your own vote as well.

    -Quicken Anja
  • UKR
    UKR SuperUser ✭✭✭✭✭
    When talking about an account number ... are you, for example, making a payment to your utilities company and is the utility's account number to be included in the check's Memo field?
    If so, the popup dialog to select a Payee Name already includes a portion of the Memo field. All you need is a correctly memorized transaction with all the required information already filled in.
    If the payment is for a regularly occurring event, e.g., a monthly payment, consider setting up and using Scheduled Reminders, to help with filling out the check correctly, with as few keystrokes as possible.
  • harris48154
    harris48154 Member ✭✭
    I didn't wish to add anything to to check. Only confirm the account number on the Write Checks dialog that pops up. If I have more than one account with a single payee, or two very similarly named payees, how can I know which account number Quicken is paying?
  • UKR
    UKR SuperUser ✭✭✭✭✭
    What I'm trying to say is that this information already exists in Quicken, especially when using correctly memorized transaction entries. For example, when I'm trying to pay my insurance, car or homeowners, to the same insurance company, and I want to pay by paper check, printed in Quicken, here's what I see in the Write Checks dialog as I begin to type the insurance company's name:
    Name, Amount, Category, Memo text (some fields are a bit truncated due to size of popup window)
    In either case, the complete memo text contains the insurance policy number which, after you make your selection, appears in the check image of the Write Checks dialog. It's all a matter of properly maintaining Memorized Transaction entries.
    For best results please ensure that all optional settings in Quicken pertaining to recall, memorization, automatic categorization and renaming of payee names are enabled. You find those settings in Edit / Preferences / Data Entry & Quickfill.

  • harris48154
    harris48154 Member ✭✭
    I guess I didn't make it very clear. I would prefer to confirm with the account number. That is not available in Write Checks. It is available in the OnLine Center but not in Write Checks. I would really like to use Write Checks but never do because of that limitation.
    I couldn't figure out how you put that picture in line. I attached two files to show exactly what I was referring to above.
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    edited April 29
    Absent this desired feature, you could use the "Description (Optional)" field of your online payees. This field can be used to distinguish different accounts for the same payee.
    For example, I have a Visa and a Mastercard at Chase Card Services. The payee is "Chase Card Services" for both. But I have "Visa" and "MC" in the description fields. Quicken then appends the description inside braces. The braces appear on the display, but are otherwise not used (they don't print on printed checks or affect the payee in online payments).
    So my payees look like "Chase Card Services{Visa}" and "Chase Card Services{MC}" in the Write Checks window and that is good enough to distinguish the different accounts. The field has limited length, but you could use some digits of the account number if you prefer.

    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
Sign In or Register to comment.