Re: Issue entering two memorized withdrawal transactions in a row in investment accounts

On 05/14/2024 18:45, Kobac wrote:
> I have memorized transactions set up to record my monthly IRA 
> distributions (withdrawals) in my IRA accounts. I have two such 
> memorized transactions set up for each investment account—one for the 
> net distribution and one for the withholding tax on the gross 
> distribution (the sum of the two transaction amounts). The first such 
> transaction I enter works fine; after I click on Payee (me) in the 
> "Withdraw" window, select the memorized transaction from the list that 
> pops up and press ENTER, Quicken fills in the payee, amount and the 
> memo. If I then click on the button "Enter/New" to enter the second 
> withdrawal in the same investment account and again select the desired 
> memorized transaction as in the first instance and press ENTER, nothing 
> gets filled in in any field. I then have to either (1) enter the info 
> manually, which defeats the purpose of having memorized transactions, or 
> (2) cancel out of the window and re-enter the transaction anew as with 
> the first transaction.
> 
> I now opt for method #2 as a matter of course, but it bugs me every time 
> I do it. I now enter the first transaction and then, instead of clicking 
> on "Enter/New" when I'm finished, I click on "Enter/Done" instead. I 
> then have to again select "Enter Transactions," enter the type of 
> transaction, the date and select the desired memorized transaction, etc.
> 
> Does anyone else have this issue? It's been happening to me seemingly 
> forever so it's not some new thing.

One minor point—when trying to enter transaction #2 after "Enter/New," 
Quicken *does* fill in the Payee name but no other fields.