memorizing transactions (Q Mac)

Lelan

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?

Quicken_Tyka

Hello Lelan,

Thank you for including the version, although I apologize you haven't received an answer.

Are you looking to edit multiple transactions at once? If so, I would take a look at the article below.

https://www.quicken.com/support/finding-and-editing-transactions-quicken-mac

If you are looking to memorize transactions and renaming rules, while this has recently been introduced, the ability is only available for payees. More information can be found below.

https://www.quicken.com/support/renaming-rules-subscription-release-quicken-mac

If neither of these options is what you were looking for, can you provide some more details and an example of what you are needing so we can better understand and assist?

Thank you,

-Quicken Tyka

jr7107

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.

UKR

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

I use U.S. Mac

Quicken_Tyka

Hello Lelan,

Thank you for including the version, although I apologize you haven't received an answer.

Are you looking to edit multiple transactions at once? If so, I would take a look at the article below.

https://www.quicken.com/support/finding-and-editing-transactions-quicken-mac

If you are looking to memorize transactions and renaming rules, while this has recently been introduced, the ability is only available for payees. More information can be found below.

https://www.quicken.com/support/renaming-rules-subscription-release-quicken-mac

If neither of these options is what you were looking for, can you provide some more details and an example of what you are needing so we can better understand and assist?

Thank you,

-Quicken Tyka