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Transaction type does not fill from memorized transactions

mls2.btl

When memorized transactions are added to a register, the transaction type field (check #, DEP, TXFR, etc.) does not get filled in. It can only be changed after the due date. There should be a field where this can be filled in beforehand, so it will transfer to the active register.

Find more posts tagged with

Bill Payments

Windows

Bill Reminders

Comments

Quicken Kristina

Hello @mls2.btl,

Thank you for coming to the Community with your feedback! To clarify, are you referring to memorized transactions, to bill reminders, or to both?

If you are asking for the functionality to be added to Quicken, then I recommend that you create an Idea post. Ideas that get enough votes may be implemented in the future. For information about creating an Idea post, please review the post linked below:

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

I look forward to your reply!

mls2.btl

Ok, idea created! If you flag my other request, I will create an idea entry for that.

Quicken Kristina

Thank you for the follow-up,

I see you created the idea post! Is the other request you're referring to from your other recent post?

https://community.quicken.com/discussion/comment/20496144#Comment_20496144

If that is what you're referring to, then you may want to consider using Views. For more information, see this help article: https://info.quicken.com/win/how-do-i-customize-a-view-on-the-home-tab-classic-

Thank you!

mls2.btl

Yes, it looks like I can create the view I was describing using a custom view. I will need to experiment with it for a while. Thank you!