Can I restrict the auto population of category and memo fields to only when I manually enter transac
Long time quicken user and this has bugged me forever. When I am manually entering transation, I love the fact that Quicken auto fills in my category and memo fields based on past history. when I am downloading transations, I hate this feature. Is there anyway to enable this feature for manual entry but not for downloading transactions?
I use the quickfill tab under perferences, and believe it is the "complete fields using previous entries" that enables this.
I am using quicken 2009 with Windows
I use the quickfill tab under perferences, and believe it is the "complete fields using previous entries" that enables this.
I am using quicken 2009 with Windows
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Comments
Are you manually entering your transactions prior to downloading from your FI? If so, this shouldn't be a problem with any of the downloaded transactions, because they will "Match" your correctly entered transactions.
Here's a short excerpt from Quicken Help. "After you update transactions and balances for your account, Quicken uses a matching process called compare to register to determine whether a downloaded transaction is new or has already been entered into the register manually. This process is flexible and allows you to choose the degree of control that's right for your situation." Read more about this process in Quicken Help. Use "matching cash flow transactions" without the quotes for your search term.
Advice?
1) Memo field is different for every transaction as I use it to track things specfici to that purchase. There is no way to decouple memo from category for quick fill
2) When I download, there can be 100+ transactions downloaded. I like to review each one before categorizing. If they get auto categorized, then it is hard to differentiate what I have reviewed and what I have not reviewed.
3) There are occassions where I want different categories for the same store - a purcase at costco, for instance, may have groceries, plus clothes.
Thanks
2.) You can Accept each downloaded transaction individually. And as you select each downloaded transaction in the "Accept transactions ..." window to accept it, you can see exactly what category QuickFill will apply (the selected transaction will appear highlighted in the register), and you can change that category before Accepting, if you wish.
3.) When you use different categories for the same payee, you have to begin to think about whether a memorized category is a benefit. If it isn't a benefit, it's hard to see why it would help when manually entering transactions, but hinder when accepting downloaded transactions.
I have several payees that use different categories for different transactions ... I don't use memorized transactions for those payees, I use the Address Book to quickfill just the payee name, then manually assign the category.