How can I re-activate autofill in Categories?

rkm427

When I am typing in a category when entering a new transaction, Quicken is no longer anticipating what I am going to type and autofill the category or sub-category.

Quicken Jasmine

Hello @rkm427,

Thanks for reaching out! First, I’d like to check a few different areas to make sure that your settings are correct for auto-categorization using the Memorized Payee List.

Let’s start by reviewing your Memorized Payee List to confirm that none of your payees are set to block category autofill:

1. Go to Tools > Memorized Payee List.
2. If you don’t see a column labeled Never Auto Categorize, navigate to the small column icon in the upper right corner).
3. From the menu that appears, select Never Auto Categorize to add that column to the list.
4. Once the column is visible, scroll through and look for any payees that have a checkmark in that column.
5. If you see any, remove the checkmark to allow Quicken to autofill the category when that payee is used in a transaction.

Next, let’s make sure your global settings are also enabled to support this behavior:

1. Go to Edit > Preferences.
2. Select Data Entry and QuickFill from the menu on the left.
3. Make sure that Recall memorized payees is checked.
4. Click OK to save and close Preferences.

After confirming both of these settings, try entering a transaction using one of your memorized payees and see if the category is now filling in automatically.

Let me know how it goes or if you’re still seeing issues!