Home > Support > Data Entry and QuickFill Preferences

Data Entry and QuickFill Preferences

Updated: 5/21/2012 | Article ID: GEN82314

  1. Choose Edit menu > Preferences.
  2. In the left pane, under Register, click Data Entry and QuickFill.
  3. In the right pane, select the settings you want to use.
    • Use enter key to move between fields
      When this preference is selected, you can use ENTER and TAB to move between fields in any account register and in the Write Checks window.
    • Complete fields using previous entries

      Fills in each field in a transaction as you type it. Works with check numbers (Num field in the register), payees, categories, subcategories, classes, security names, investment actions, and transfer account names.

      This is one of the features that lets you enter data quickly, so you probably don't want to turn it off.

      If you turn off Complete fields using previous entries, then Recall memorized payees isn't available either.

    • Recall memorized payees

      Fills the register fields with memorized payee information when you press TAB to leave the Payee field.

      You probably don't want to turn this off, because this is what makes QuickFill so convenient for reusing previous transactions.

      Turning off Recall memorized payees also turns off Complete fields using previous entries.

    • Provide drop-down lists on field entry

      Opens a drop-down list when you tab to a field or place the insertion point in a field.

      If you want the drop-down list sometimes, but find it gets in your way when it appears in every transaction, try selecting Show buttons on QuickFill fields instead.

    • Capitalize payees and categories
      Automatically capitalizes payees and categories as you enter them in the register.
    • Show buttons on QuickFill fields
      Use this preference if you want a register field drop-down list sometimes, but find it gets in your way when it appears in every transaction.
    • Automatically memorize new payees

      Saves each transaction you enter for a new payee (except investment transactions) and adds it to the Memorized Payee List.

      Quicken will stop automatically memorizing new payees when your Memorized Payee List reaches 2,000 entries. In that case, you can delete memorized payees from the list, and then turn Automatically memorize new payees back on.

    • Automatically memorize to the Calendar list
      Adds automatically memorized payees to the Financial Calendar's transaction list. This makes it easy to create scheduled transactions that let you pay recurring bills automatically.
    • Add Address Book QuickFill group items to QuickFill list

      Adds names and addresses from the Address Book to the QuickFill list. In addition to selecting this check box, select the Include this Payee in QuickFill list check box on the Payee tab in the Edit Address Book Record.

      This lets you reuse these names in the register when writing checks or as scheduled transactions.

  4. Click OK to save your changes.
 
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