Memorized Payees

mcgrath4894
mcgrath4894 Quicken Windows Subscription Member
edited February 2022 in Registers & Transactions (Windows)
In the past, I was able to enter a payee name and after entering a few letters, the software would fill in the balance of the name, etc. However, this feature hasn't been updating its list of payees for a few years and I think I may have turned the feature off. How do I turn it on again?

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Go to  Edit > Preferences > Data entry and QuickFill

    The key settings and (my settings) are:
    Complete fields using previous entries (checked)
    Recall memorized payees (checked)
    Automatically memorize new payees (I leave this off and add any new memorized payees manually)
    and Remove any payees not used in the last XX months (I set this to 18)
    QWin Premier subscription
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