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Memorized Transactions

Jay Zenitsky
Member ✭✭
In Quicken for Mac 2007 and previous versions, I have always been able to memorize transactions. This function was particularly useful with more complicated split transactions. In the current version of Quicken for Mac, I have yet to figure out how to memorize previous entries. Does anyone know if such a function exists?
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Best Answer
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To be more accurate, currently all transactions are memorized as they are entered. And repeated uses of the same Payee will bring in the last usage of categorization, tags, memo, etc. BUT there is no control over the memorization, such as locking a memorized transaction. And you cannot delete any undesired memorized transactions or selectively memorize them.Have Questions? Check out these FAQs (links now fixed):
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
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(Canadianuser since '92, STILL using QM2007)
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Answers
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There is no memorized transaction feature (yet) in QMac 2019. But you can create a scheduled transaction from an existing one and use that pretty much the same way. For those that recur on a regular basis, set up the frequency to match the recurrence pattern. For those that are less regular, set up the frequency about how often they occur approximately. Then use that scheduled transaction as a template. If the transaction doesn't occur, you can always skip that occurrence. You can also duplicate a previous transaction, change the date and make any needed edits.Quicken Mac Subscription; Quicken Mac user since the early 90s1
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Thanks. I'll first start by duplicating a previous transaction. Hopefully, the Quicken developers will add this basic function to their software.0
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@Jay Zenitsky In fact, the Quicken Mac product manager has said they're working on bringing something like memorized or "quick fill" transactions to Quicken Mac -- but we don't know exactly how things will work, nor when this functionality will appear.Quicken Mac Subscription • Quicken user since 19930
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To be more accurate, currently all transactions are memorized as they are entered. And repeated uses of the same Payee will bring in the last usage of categorization, tags, memo, etc. BUT there is no control over the memorization, such as locking a memorized transaction. And you cannot delete any undesired memorized transactions or selectively memorize them.Have Questions? Check out these FAQs (links now fixed):
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadianuser since '92, STILL using QM2007)
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You may want to be precise when using Payee Names for more than one purpose, if you want to retain a certain category split.I recommend using distinct Payee Names for specific purposes, e.g.,
- ACME Anvils - Paycheck
- ACME Anvils - Annual Bonus
- Safeway - Food
- Safeway - Gasoline
- Safeway - Pharmacy
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This discussion has been closed.