When I write monthly checks, how do I get quicken to remember the account numbers? (Q Mac)

I have to enter the account numbers every month. Quicken won't memorize them.

Best Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    Where are you recording the account number? In the Memo/Notes field? If you want this information stored for re-use with a Payee, you need to tell Quicken to create a QuickFill rule, and the rule must be set to save All Fields. You can do this while entering the check by clicking on the Details tab and making sure the checkbox for saving a QuickFill rule is set, and that it's set to save All Fields. (You can set this as a global preference by going to Preferences > Register.)

    Alternatively, you can go to Windows > Payees & Rules, click on the QuickFill Rules tab, and create a rule or edit and rule for and Payee you pay by check, and include the account number in the Memo field.
    Quicken Mac Subscription • Quicken user since 1993
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    One important addition that can make this process even easier: you can quickly create a QuickFill rule from an existing transaction simply by clicking on the transaction and selecting Transactions > Save QuickFill Rule (or Command-Y). When you do this, and window will pop up so you can edit what is or is not save in the QuickFill rule. So you could keep the Memo and Category and Amount, or you could blank the Amount if it varies each time you pay this Payee. You can set the Check field to "Print Check", so the next time you enter a transaction for this Payee, it will be set to be printed as a check.
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    Where are you recording the account number? In the Memo/Notes field? If you want this information stored for re-use with a Payee, you need to tell Quicken to create a QuickFill rule, and the rule must be set to save All Fields. You can do this while entering the check by clicking on the Details tab and making sure the checkbox for saving a QuickFill rule is set, and that it's set to save All Fields. (You can set this as a global preference by going to Preferences > Register.)

    Alternatively, you can go to Windows > Payees & Rules, click on the QuickFill Rules tab, and create a rule or edit and rule for and Payee you pay by check, and include the account number in the Memo field.
    Quicken Mac Subscription • Quicken user since 1993
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    One important addition that can make this process even easier: you can quickly create a QuickFill rule from an existing transaction simply by clicking on the transaction and selecting Transactions > Save QuickFill Rule (or Command-Y). When you do this, and window will pop up so you can edit what is or is not save in the QuickFill rule. So you could keep the Memo and Category and Amount, or you could blank the Amount if it varies each time you pay this Payee. You can set the Check field to "Print Check", so the next time you enter a transaction for this Payee, it will be set to be printed as a check.
    Quicken Mac Subscription • Quicken user since 1993
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