Deleting a QuickFill Rule on Mac

SandyB_55
SandyB_55 Member ✭✭

In Canada my husband and I each receive an Old Age Pension that is the exact same amount. At some point I filled in a quick fill rule and now only one transaction will download/show up on my quicken register and each month when I reconcile I have to fill that amount in myself as I'm always out that amount.

I want to be able to delete this one QuickFile and I can't seem to find out how to do this. Your help would be greatly appreciated. Thanks!

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Answer ✓

    Click menu Window > Payees & Rules, then the QuickFill Rules tab. Use the search box to find the rule and select it. Then click the minus sign icon at the bottom of the window.

    In Quicken > Settings > Register, make sure the box to automatically create QuickFill rules is unchecked.

    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Answer ✓

    Click menu Window > Payees & Rules, then the QuickFill Rules tab. Use the search box to find the rule and select it. Then click the minus sign icon at the bottom of the window.

    In Quicken > Settings > Register, make sure the box to automatically create QuickFill rules is unchecked.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • SandyB_55
    SandyB_55 Member ✭✭

    Thank you. I went in and updated those changes. I tried to download again to see if it would come up, but it did not and I'm thinking that I will probably have to wait until next month to see if it works.

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