Autofill

Winthrop

I am entering transactions and expecting the next time I enter it, quick fill will fill in the merchant name and category from my prior entry. I have checked everything I can find in preferences but continue to have to fully enter transaction info every time I enter the same transaction.

jacobs

Do you have the global preference turned on for creating QuickFill rules? When you enter a transaction, and you're in the Category field, is the pop-up blue box above the Category header checked? If you open Window > Payees & Rules > QuickFill Rules, do you see the rule created after you enter a transaction?

Winthrop

When I enter a transaction, the category field presents the option to save the quick fill rule and I have it checked. I close and reopen Quicken and find the transaction listed in Window/Payee & Rules/QF rules, but it does not quick fill the next entry. Where is the "global preference for creating QF rules found?

Winthrop

So my transaction I am working on is Publix. I have hundreds of Publix entries over time. When I go to enter a new transaction, I have to remove the x at the end of Publix for the option to "create new payee" to stay active. So I saved "Publi" and went to window/Payees & Rules to edit it to "Publix". Went to enter a new transaction and autofill is not working.

Winthrop

PS It also doesn't work for "Publix"