|
Posted by John Pollard on April 21, 2008, 11:10 pm
Please log in for more thread options
Calab wrote:
> Quicken Cash Manager 2008...
>
> After I have downloaded my transactions from the bank, when I
> click on
> a downloaded transaction, Quicken tries to guess what the
> Category and
> Memo fields should be. It always gets these wrong.
>
> I've tried tweaking the program settings for Quickfill, but
> all I end
> up is messing up the ability to type a few characters of the
> Category
> and having it automatically guess the rest.
>
> How can I get QCM2K8 to NOT fill Category and Memo but retain
> the
> Category typing autofill?
You can't do what you ask: at least not for the category field.
If you have a category assigned to a memorized payee, and that
memorized payee name matches the name of a downloaded payee,
Quicken will want to put the category for the memorized
memorized payee in the downloaded transaction. I can't figure
out why you want this both ways.
You can prevent Quicken from putting anything in the memo field
for a transaction whose payee matches a memorized payee, by
making sure the memorized payee has a blank memo field.
When you have a downloaded transaction selected, it will appear
in your Quicken register: at that point, you can modify the
fields in the Quicken register, then Accept the downloaded
transaction. This should override any quickfill replacements
Quicken wants to make.
{All based on Quicken U.S.]
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap