Sometimes you write a check to her with the payee line as “Samantha Jones” and other times as “Sam Jones.” You could create a re-naming rule to always change it to “Samantha Jones.” 4.
If a particular payee comes up with different names, you can create a renaming rule to simplify reports when organized by payee.Ĭonsider this example: You have an employee named Samantha Jones. For example, if your gas utility bill has a different amount every month, you can remove the memorized payment amount but keep the category and tag for the payee.Īnother thing you can do in this dialog box is to recreate renaming rules. You can also remove this memorized information so that Quicken does not assign this information. In this dialog box, you can assign a category, tag, memo, or amount that will be used every time a transaction is entered with the selected payee name. To edit a payee, right click and select “Edit.” This will open the “Edit Memorized Payee” dialog box.
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Update your memorized payee list.Īnother way to improve your Quicken file is to update your memorized payee list.
You can turn off the automatic post feature and Quicken will allow you to approve each transaction before it is posted to the account. These transactions will automatically post to your account. Once the dialog box is open, select the “Online Services” tab, and click “Setup Now." To connect an existing account to your bank, simply right click on the account and select “Edit/Delete” to open the “Account Details” dialog box. If you are comfortable with online banking, one easy step to improve your Quicken file is to set up automatic download. Set up automatic download from your bank.
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