Quickfill rule not working (Q Mac)

Hello @Demoleon,

Thanks for reaching out!

To help us pinpoint what’s going wrong, can you confirm whether the QuickFill rule you're using is set to auto-apply (with the lock icon enabled)? Also, is the rule tied specifically to the payee name “MUD,” or is it possibly still referencing the original downloaded name? Understanding whether the QuickFill rule is tied to the renamed or original version will help determine if the sequence of rule application is where things are breaking down.

Let me know!

Hello @Demoleon,

Thanks again for the detailed follow-up. sounds like everything is set up correctly on the surface, so let’s walk through a few things that might help reset or troubleshoot the QuickFill behavior in the current version of Quicken for Mac:

1. Delete and recreate the QuickFill rule for "MUD":
   Go to Window > Payees & Rules, select the "MUD" payee, and remove the existing QuickFill rule. Then, create a new transaction with your preferred category/tags and re-save that setup as a new locked QuickFill rule. Sometimes, a fresh rule clears up issues.
2. Try a manual test entry:
   Enter a transaction manually using "MUD" as the payee to confirm if the QuickFill rule is triggering outside of downloaded transactions. If it works manually but not for downloaded ones, it’s likely something with how the rule is applying during import.
3. Check if “Automatically apply QuickFill rules” is enabled:
   Head to Quicken > Settings > Register, and make sure “Automatically apply QuickFill rules” is checked. This is required for rules to apply without manual intervention.
4. Review the raw downloaded payee:
   In the register, click on a transaction and press Command + Option + E to show the full transaction edit window. This will show both the “Payee” and the “Downloaded Payee” fields—make sure the rule is set up to apply to the renamed version ("MUD"), not the original string.

Let me know if any of these suggestions help!

Hello @Demoleon and @jacobs,

My apologies for the confusion. The wording in my original response was a bit off. If you navigate to Quicken > Settings > Register. You should see "Automatically create rule when I edit a transaction" (see screenshot). You can also find these instructions within this Support Article (I have already submitted a FAQ request, as it does still mention "preferences" rather than "settings".

I hope this clears things up!