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memorizing transactions (Q Mac)

Lelan
Lelan Member ✭✭
I think I can personalize and memorize transactions in my credit card and bank account, but I seem to have to inspect and personalize each transaction. How can I streamline the process?

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Answers

  • jr7107
    jr7107 SuperUser ✭✭✭✭
    I have the opinion that the "inspect and personalize" transaction is a good path. That's what I do, right or wrong it is personal choice. I don't memorize transactions to auto populate. Obviously high volume transactions might be a challenge with my method.
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Lelan said:
    I think I can personalize and memorize transactions in my credit card and bank account, but I seem to have to inspect and personalize each transaction. How can I streamline the process?
    Do you use Quicken Mac or Quicken for Windows? US or Canadian version?
    What version, edition level and release of Quicken are you using? 
    Click Help / About Quicken (Mac: Quicken / About Quicken) to get this information.
    What version of Windows or Mac OS are you using?
    Advice to answer your question depends on knowing if you're a Mac or a Windows user.

  • Lelan
    Lelan Member ✭✭
    I use U.S. Mac
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