Fill transaction type (aka check #) automatically.

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mls2.btl
mls2.btl Quicken Windows Subscription Member
edited June 24 in Manage Accounts and Transactions

When memorized and reminder 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.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 24

    I'm not sure what you mean by "can only be changed after the due date"

    When a Reminder is set to Remind Me, not Auto Enter, you can specify the Method/Check when entering the Reminder, which you can do at any time, but the selection is not saved as part of the Reminder.

    Likewise, when you enter a transaction manually, the payment method is not saved along wit the other data in the Memorized Payee List.

    It would be nice if you could specify the payment method, including user-defined methods, as part of the Reminder details when creating or editing a Reminder and as part of the details in the Memorized Payee list.

    I think there was once a way to do this but the dialogs were changed as Quicken has gone through various online bill pay options. See this discussion for more info

    https://community.quicken.com/discussion/7914154/how-to-edit-payment-methods-in-bill-reminders
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