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Memorized Payee List

Updated: 5/08/2012 | Article ID: GEN82166

The Memorized Payee List allows you save frequently used information so you don't need to reenter it each time you enter a transaction. The Memorized Payee List saves information about payees such as categories, amounts, and memos.

Before you can use memorized payees, you first need to create them.

  1. Click on Tools on the top menu bar, then select Memorized Payee List.
  2. Click New.
  3. In the Create Memorized Payee dialog, enter the payee information.
  4. Click OK.
  5. Repeat steps 2 through 4 for each memorized payee you want to add.

New payees are also added when you create new transactions in the account register. You can turn off the auto-memorizing of new payees in the Quicken Preferences.

  1. Select Edit menu > Preferences > Quicken Preferences.
  2. In the left pane, select QuickFill.
  3. Click to clear the Automatically memorize new payees check box, and then click OK

After a payee is added to the list, you can use the memorized information when entering transactions in the register.

  1. Open the account register you want to make an entry in.
  2. In the Payee list, select a payee. You can also click Show Memorized Payee List at the bottom of the list.
  3. In the Memorized Payee List, double-click the name of the payee you want to use.

You can also edit payees after they have been added to the Memorized Payee List.

  1. Choose Cash Flow menu > Memorized Payee List.
  2. Select the payee to edit.
    Note: If the Lock column displays a lock symbol for the payee, click the lock symbol to clear it.
  3. Click Edit.
  4. In the Edit Memorized Payee dialog, edit the payee information, and then click OK.
  5. Repeat steps 2 through 4 for each memorized payee you want to edit.

It may be necessary at times to delete entries you no longer need from the Memorized Payee List.

  1. Click on Tools on the top menu bar, then select Memorized Payee List.
  2. In the Memorized Payee List, select the payee to delete.
    Note: If the Lock column displays a lock symbol for the payee, click the lock symbol to clear it.
  3. Click Delete.
  4. At the prompt, click OK.
  5. Repeat steps 2 through 4 for each memorized payee you want to delete.

Over time, the Memorized Payee List may become quite large. To prevent it from becoming too large, you can set Quicken to remove unused entries after a period of time.

  1. Choose Edit menu > Preferences > Quicken Preferences.
  2. In the Select preference type list, select Register.
  3. Select the Remove memorized payees not used in last check box, and then, in the months field, enter the number of months.
  4. Click OK.

You'll see your changes the next time you open Quicken.

 
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