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- Go to Window → Payees & Rules.
- Select QuickFill Rules.
- Select the + plus sign in the bottom left corner of the QuickFill Rules window to create a new QuickFill rule.
- Edit any of the following values:
- Payee - This is not a renaming rule, so the name must match an existing payee.
- Category - Select an existing category to assign it as the default category for that payee.
- Split - Add multiple categories using a split.
- Tags - Create any tag you want to be assigned to transactions using that payee.
- Memo - Any information you want automatically attached to the transaction.
- Check - Check is a special field in Quicken. Keywords such as Print, Send, and Transfer will trigger check printing, bill pay, and electronic transfers. Set QuickFill for the check field to trigger these options for a specific payee.
- Amount - Quickfill will only overwrite the amount for manual transactions. Online transactions will not be changed.
- If you want to be sure this rule has priority over any other QuickFill rules for the same payee, select Use this as the default rule if more than one rule exists...
- If you want to make sure a rule is never accidentally changed when editing a transaction, select Lock this rule to prevent changes to it when editing a transaction.
- Select Save. The rule will now be active.
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