Method/Check Number

Eagle

Screenshot 2025-02-21 140302.jpg

Is there any way to fill this field in ahead of time on the Bill & Reminders form.

I have to manually fill this when I enter the transaction.

I have a variety of codes I put here and it is easy to make a mistake when entering.

DCard=Debit Card; APay=AutoPayment; OPay=Online Payment; and so on …

I would like to be able to add a unique code for AutoPayment that the Bank makes with BillPay. Code might be APayUSB for USBank Bill Pay.

Any thoughts or questions on this?

Thanks

Bob

Quicken Kristina

Hello @Eagle,

Thank you for sharing your feedback. There isn't really a way to specify what goes in that field when you create a bill reminder. If you'd like to see functionality like that added to Quicken, I recommend that you create an Idea post to request it. For more details on creating an Idea post, please see the post linked below.

https://community.quicken.com/discussion/7849425/creating-and-voting-for-ideas-in-the-community

That said, you may be able to use the Memorized Payee feature to fill in that information if you enter into your register manually, rather than entering the reminder into your register. When I test, as long as each payee is unique, you can select the memorized payee, and it will fill the memorized information into your account register for you. The downside is it doesn't work with reminders (I tested, but even with the memorized payee, when it came time to enter the reminder, the Method/Check Number field was blank).

I hope this helps!

Eagle

Thanks for the response.

I looked at memorized payee, but there is no way to edit the type of transaction. There are only 4 different choices.

I'll put my thoughts in ideas.

And just manually enter my special code.

Thanks again …

Bob