What am I doing wrong?

Allan L.
Allan L. Quicken Mac Subscription Member ✭✭
edited November 12 in Registers & Transactions (Mac)

Quicken for Mac routinely populates variable fields (Notes/Memos) with random past entries, while recurring entries (Advisor fee) are left blank. Why does this never get fixed?

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    I don't think Quicken will ever populate a transaction amount based on previous entries. If you have a recurring investment fee in one of your accounts you can set up a scheduled transaction for it as long as it's just removing cash from the account (you can't schedule buy or sell transactions).

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭

    You may be having QuickFill rules automatically created. Go to menu Quicken > Settings (Register) and uncheck the box

    image.png

    Then go to menu Window > Payees & Rules, click the QuickFill Rules tab and delete or edit any unwanted QuickFill rules.

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