List most recent security used at top of QuickFill list

JAMKCMO
JAMKCMO Quicken Windows Subscription Member
in Investments

When entering transactions in an investment account, it would help if the most recent security I used appeared at the top of the QuickFill list.

For example, I have about 20 funds that start with the word Thrivent. I want to enter a sell transaction for a fund, then the next transaction of a miscellaneous expense using the same fund name. For each transaction now, I have to enter the name Thrivent then the next words in the fund until I get to the one I need. I would prefer fewer keystrokes.

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

    Are you using the Enter Transactions dialog popup?
    If so, the Security Name picklist can be trimmed down by selecting a character string which appears in the ticker symbol or the security name itself. For example, I shortened my picklist to show only securities containing the string "cl"

    Screenshot (117).png

    Do your Thrivent security names contain a similar character string that's easier and shorter to select?

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