Can i set the type of transaction DEFAULT??

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TJ1944
TJ1944 Member ✭✭
edited February 2023 in Registers & Transactions (Windows)
I want the "Check #" field to default to EFT on all transactions.
No one write checks anymore.
90% of my entries are EFT, so i want the ability to set a default for this field!

Thanks.

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    You can't set a default for this field, but you can memorize a payee with the field set to EFT.
    Unfortunately you can't just edit the field in the Memorized Payee List.  You must set it on a transaction, and then memorize it.  And make sure there is only that one entry for the payee in the Memorized Payee List.  When it is used again it will have the EFT in that field.
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  • UKR
    UKR SuperUser ✭✭✭✭✭
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    How about ignoring the Check # field altogether? Just leave it blank. I do, except for checks and Xfer, when inserted by Quicken.
    > No one write checks anymore.
    Not quite true ... or maybe I'm the exception to the rule, the dinosaur. I still need to write on average 3 paper checks per month and, believe it or not, I do print them with Quicken. My handwriting looks like chicken scratch.

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Personally I come under the category of a writing very few checks, but on the other hand have no "ETF" transfers at all.
    At least none that would actually download with that field set.  If it wasn't for the occasional writing of a check I would just turn off the field.

    I use no "bill paying system", instead I setup almost every bill to be paid by an automatic payment from the biller's site to my credit card, or if that isn't possible, my checking account.  About the only transfers I have is to keep the checking account funded and occasionally move money to an account that gets better interest.  And for that I use the financial institution's mobile app or the website.
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  • Seth Wilpan
    Seth Wilpan Member ✭✭
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    The more annoying aspect of this is that all downloaded transactions seem to default to TXFR. So when selecting Categories, the only ones that appear in the dropdown are accounts. I have to go back to the Check# field to change it to something else so the expense categories appear in the dropdown. Another genius Quicken feature.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Seth Wilpan said:
    The more annoying aspect of this is that all downloaded transactions seem to default to TXFR. So when selecting Categories, the only ones that appear in the dropdown are accounts. I have to go back to the Check# field to change it to something else so the expense categories appear in the dropdown. Another genius Quicken feature.
    It sounds like you are experiencing the USAA bug, not Quicken's normal default behavior.
    https://community.quicken.com/discussion/7928355/usaa-downloads-as-txfr
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