Transaction Memo Field - String substitution

skellar
skellar Member ✭✭
edited July 13 in Display/UI

In many of my recurring transactions, I have the month and year as part of the memo description. For example: Apple Music - JUNE 2025. This is created when the transaction is memorized. Each month, I have to change the memo from JUNE 2025 to JULY 2025, etc.

Please be a string in the memo field that would be substituted when the transaction is entered. For example: Apple Music - <MM> <YYYY> would be stored in the memorized transaction, and when entered into the register, it would get automatically populated as JULY 2025, using the current system date to replace the strings.

Other options might be:

<MON> - Month of year (July)

<MM> - Month of year (07)

<YYYY> - Year (2025)

<YY> - Year (25)

<DD> - Day of Month (25)

<DOW> - Day of Week (Tue)

etc

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Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Can't you use the transaction date to tell what time period the payment applies to?

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  • skellar
    skellar Member ✭✭

    I can, but like having it in the memo

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Another use of this suggested string substitution would be this case:
    I'm about to print a paper check (could also be a Check Pay, Quick Pay or Online Bill Pay transaction) and would like to print something like this in the Memo field of the check:

    • Invoice No. 12345

    where the number is the variable. Every time a pay an invoice to this customer, I need to be prompted to insert the number of the invoice I'm paying. So, something like

    • Invoice No. <prompt_me>

    would be helpful, especially when it prevents me from completing the transaction without inserting the required number.

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