[Hidden-tech] Quicken question solved

[Ed Bride]

All accounts are listed under Banking, there are none under Business.

The Data Entry suggestion you made below seemed to do the trick. Thanks for all the time you've spent on this.  Looks like the situation is resolved.

Ed

-----Original Message-----
From: Jan Werner [mailto:jwerner at jwdp.com] 
Sent: Sunday, March 05, 2017 9:02 PM
To: Ed Bride; 'HiddenTech'
Subject: Re: [Hidden-tech] Quicken question

Question: What are the two accounts, how are they defined, and which of the two doesn't automatically fill the category field?

Also, what version of Quicken are you using? You need Home & Business to handle business transactions properly.

Checking, savings and credit cards are what Quicken calls spending accounts.  "Business" accounts have a register that looks the same but works differently to handle invoices and customer payment information. I don't believe business type accounts can automatically fill category information.  If you use Quicken for a business, you should have at least two accounts defined for it, one for the checking register and one for billing and payments. Quicken handles customer payments as transfers from a business account to a checking account.

"QuickFill" as Quicken calls it, is theoretically a global setting, but it can be set both from the main menu (Edit/Preferences/Data Entry and
QuickFill) and from the drop-down preferences menu for each individual register.  If both accounts are in fact spending type accounts, I would try changing the setting from the register drop-down menu and see if that changes it for the individual account.

Jan Werner

____________


Ed Bride wrote:
> Thanks, Jan,
>
> Those settings are all the same for the Memorized Payees in both accounts (it's not clear that they could be different, anyway, as it's one installation of Quicken).  Puzzling.
>
> Ed
>
> -----Original Message-----> From: Jan Werner [mailto:jwerner at jwdp.com]
> Sent: Sunday, March 05, 2017 2:24 PM
> To: Ed Bride; HiddenTech
> Subject: Re: [Hidden-tech] Quicken question
>
> Look at the settings for those payees in the Memorized Payee List in the Tools menu.
>
> Jan Werner
> ___________
>
> Ed Bride wrote:
>> HTers,
>>
>>
>>
>> I am using the current version of Quicken for Windows, having 
>> upgraded just about annually since the last century, and am trying to 
>> solve one behavioral anomaly. Whether that is my behavior or 
>> Quicken’s is the question.
>>
>>
>>
>> Quicken manages several bank accounts (two banks –one personal, one
>> business-- savings and checking; mortgage; line of credit; etc.). 
>> When recording certain payments, in one of the accounts, Quicken 
>> automatically assigns some categories: for example, all checks 
>> written to my church are assigned to Charity; in the other account, I 
>> have to enter the Category manually. Somewhere along the years, I 
>> must have set up a rule for assigning categories to certain Payees, 
>> but I cannot find out how to do that now.
>>
>>
>>
>> Any insights?
>>
>>
>>
>> Thanks,
>>
>> Ed
>>
>> .
>
>
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