How can I fix quickfill rules not filling the "memo" section? (Q Mac)

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johnleitelt
johnleitelt Member ✭✭
Since Oct 22 update, quickfill isn't transferring memo notes for downloaded transactions.
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Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
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    I am not sure if you mean you are not getting memos/notes downloaded from your bank, or if your edits of downloaded transactions are not getting saved.

    If the latter, I would look at your Quicken:Preferences to make sure any edits you make affect "All fields" when saved:


  • johnleitelt
    johnleitelt Member ✭✭
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    I have a "memo" for some transactions in quickfill rules which, since the October 2022 update, doesn't fill in the register when I download transactions. If I manually create a transaction, the memo fills in. What could be wrong since the October 2022 update?
  • johnleitelt
    johnleitelt Member ✭✭
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    Maybe I stated it wrong. I have a quickfill rule, when transactions are downloaded and there is a transaction from Walgreens (for instance), there is a memo "May include pharmacy items" in the quickfill rule in the memo field. If I manually insert a transaction, the memo fills in. Worked until the October update.
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