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Subject Author Date
How to expand drop-down list of categories? MaryL 01-30-2008
Posted by John Pollard on January 30, 2008, 8:28 pm
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 John Pollard wrote:

> If you always want to choose the category at the time you
> enter
> a transaction for a payee, don't memorize any transaction for
> that payee (or only memorize a transaction with a blank
> category).

I meant to add that if you want to enter categories in
transactions at the time you enter them, you should not tell
Quicken to "Automatically memorize new payees" (Quickfill
preferences).

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by MaryL on January 30, 2008, 9:20 pm
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> John Pollard wrote:
>
>> If you always want to choose the category at the time you enter
>> a transaction for a payee, don't memorize any transaction for
>> that payee (or only memorize a transaction with a blank
>> category).
>
> I meant to add that if you want to enter categories in transactions at the
> time you enter them, you should not tell Quicken to "Automatically
> memorize new payees" (Quickfill preferences).
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>

Thanks. I have had partial success. I went to preferences and unchecked
"recall memorized payees" and "automatically memorize to the calendar list."
The option that seemed likely -- that is, "complete fields using previous
entries" -- was already unchecked. If I leave both of these items
unchecked, I still cannot get to the categories that I want to use for this
person, apparently because his name was previously memorized. I
experimented with *new* names, and I can avoid the problem I mentioned for
them (although unfortunately can no longer find a category by typing in a
letter; I must manually scroll through the list). But I did not "undo" the
damage for the person I really need it for, who does a variety of types of
work for me. Do you have a suggestion for that?

Again, thanks for your help!

MaryL


Posted by John Pollard on January 31, 2008, 9:25 am
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MaryL wrote:
> Thanks. I have had partial success. I went to preferences
> and
> unchecked "recall memorized payees" and "automatically
> memorize to
> the calendar list." The option that seemed likely -- that is,
> "complete fields using previous entries" -- was already
> unchecked.

Don't do this; those options are called Quickfill and they are
what allow Quicken to start filling in names after you have
keyed one or more characters.

They are also what allows Quicken to take information from your
memorized payee list and fill in amounts, categories and memos
according the contents of the memorized payee. If that isn't
working as you wish, the "solutiion" is usually to get rid of
the memorized payee.

One thing you probably do want to turn off is the automatic
memorization of payees. That is done on the same preference
screen where you made the above changes.

> If I leave both of these items unchecked, I still cannot get
> to the
> categories that I want to use for this person, apparently
> because his
> name was previously memorized. I experimented with *new*
> names, and
> I can avoid the problem I mentioned for them

> (although unfortunately
> can no longer find a category by typing in a letter; I must
> manually scroll through the list).

See above.

> But I did not "undo" the damage for the
> person I really need it for, who does a variety of types of
> work for
> me. Do you have a suggestion for that?

You haven't said whether you deleted all memorized transactions
for that payee. That's the place to start.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by John Pollard on January 31, 2008, 9:32 am
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John Pollard wrote:
> MaryL wrote:
>> Thanks. I have had partial success. I went to preferences
>> and
>> unchecked "recall memorized payees" and "automatically
>> memorize to
>> the calendar list." The option that seemed likely -- that is,
>> "complete fields using previous entries" -- was already
>> unchecked.

Sorry, I misread this before. I think my previous comment was
correct, but might be misleading.

Don't uncheck "recall memorized payees"; do uncheck
"Automatically memorize new payees", which, I believe, will
automatically stop memorizing payees to the calendar.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by MaryL on January 30, 2008, 8:33 pm
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> MaryL wrote:
>>> MaryL wrote:
>>>> I am using Quicken Deluxe 2006. Can anyone explain how to expand
>>>> the drop-down list of categories to the full list I have set under
>>>> Tools>Category List? As it is, once I have entered a category with
>>>> a particular name, it is "remembered." For example, the category
>>>> for one person opens to Household:Repairs & Maintenance. However,
>>>> I also paid this person for another expense (also under Household
>>>> -- which has additional sub-categories), but when I start to type
>>>> in "H," the only "Household" item that will appear is for Repairs &
>>>> Maintenance. I would like to be able to see *all* of the
>>>> sub-categories, just as they appear the first time I enter a name
>>>> and enter a category for that person or business. I do like
>>>> auto-complete when I start to type in a name, but I don't want to
>>>> be limited under categories to the category that was previously
>>>> used.
>
>>> What happens if you memorize a transaction for that payee with a
>>> blank category?
>
>> I previously used a category for this payee, so it is memorized under
>> his name. If I next save a transaction for him with a blank category
>> and then go to his name again and open it -- the
>> previously-established category is the only one that opens when I try
>> to select a category. I remember previous versions that did not have
>> this problem, and I surely hope there is a way around this. Surely,
>> those at Intuit know that different people/companies sometimes need
>> to be placed in different categories.
>
> If you always want to choose the category at the time you enter a
> transaction for a payee, don't memorize any transaction for that payee (or
> only memorize a transaction with a blank category).
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>

Apparently I don't understand how memorizing a transaction is done. I
simply enter a transaction and I do not click on anything to memorize. Is
there a setting that I may have set that is causing all transactions to be
automatically memorized? I suspect there may be because everything seems to
fill in automatically. Can you direct me to a location to check?

Thanks for the help.

MaryL


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