Categories not auto-filling

Hi All,

I have been using Quicken (Home and Business or equivalent) versions since about 1993. I am currently using Home and Business 2016 and have experienced issues with categories since the previous one or two versions.

When I start to enter a repeat payee, I get a drop-down list from which I choose the appropriate payee. Then, when I go to split, I find that sometimes and rather too often, the category box is blank ie it fails to detect the previous appropriate entry. I then have to click on all categories and then scrawl through that list to select the correct one. This never used to happen with the older versions.

Has anyone else experienced this issue? Has anyone else had any luck resolving it?

Any ideas or tips would be appreciated.

Thanks,

Nick

Comments

Babi

Hello Nick,

Thank you for the community post!

I think we would probably need to troubleshoot more on this issue. are you also selecting category along with Payee in the register? If so then only in split it would bring up automatically. If still any issue, I think may be try below:

new transaction with new category

check with different account,

check with different file, sample or new account,

if its only on her file, she can Validate and super validate her file.

File> file operations> Validate>

File> File operations> hold Ctrl + Shift > press Validate>

Lets try this first and will see how you go,

If problem persists, please feel free to contact to support line on 1300137657

Regards,

Babi

Robyn Kelly (Partner)

Hi Nick

Can you check what is selected under EDIT > PREFERENCES > PROGRAM and then under REGISTER > AUTOFILL. The only selection I do NOT have ticked is the top one.

Also, when you are entering a transaction, how are you entering? Mouse clicking OK & mouse clicking ENTER or using shortcuts (ie ALT O & ALT E)? Or Alt O and pressing ENTER on the keyboard?

Also what Windows Operating system are you using?

Would be interested to know as this happens on some of my clients computers too. Sometimes closing Reckon & re-opening fixes it too.

Regards, Robyn Kelly