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Memorized transactions not entering in check register [Edited]

jerryglisson

When I attempt to copy a memorized transaction in my check register, it will not add it.

[Edited - Readability]

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memorized transactions

Comments

Quicken Levetta

Thank you, @jerryglisson for reaching out to us about the issue that you are having trying to copy a memorized transaction. To help troubleshoot this issue, please answer these questions.

Are you receiving any type of error when you are trying to copy the transaction?
Are you on an updated version of Quicken Windows?

I look forward to your reply.

jerryglisson

I need to go to the memorized list each time and check Use. I am up to date and have not had this problem in the past. No error message.

[Edited-Readability]

Quicken Levetta

Thank you for your response. This issue sounds like your Quickfill is not working the way it should. What you want to do is edit the Quickfill rule; these are the steps:

In the Quickfill list, select the two‑dot icon for a payee and choose Edit.
In the Edit Memorized dialog, select or clear: Save category, memo, tag, amount, or transfer account.
Check Lock rule to prevent changes if you never want Quicken to update this rule automatically.
Select OK to save, Delete rule to remove it, or Cancel to exit.

Let us know how it works

mshiggins

@jerryglisson check your preferences. Version updates sometimes change your settings. The two checkboxes outlined in red should be enabled.

Quicken Levetta

Hello @jerryglisson

Just checking in, as we haven't heard back from you in a while.

Do you still need assistance?

Thank you!

Quicken Levetta

Hello again,

Checking in once more before this thread is closed. Let us know if you still need assistance.

Thank you!

Quicken Levetta

Hello,

Due to the lack of a response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you