IRA accounts withdraw: can't memorize, can't copy/paste

Ed Perry

Quicken Deluxe R27.28, Build 27.1.27.28. Valid membership. In my IRA accounts, I enter "Withdraw" (not WithdrawX, these are payments to investment advisers) every quarter. I cannot copy and then paste these entries to the same account. Right-clicking, the "Memorize Investment Transaction" is not an option (I can see the MemorizED Investment Transaction option, which brings up an empty list). I can right-click to "Memorize Payee", but it never comes up for autofill in an empty entry and can't be used in these accounts.

How do I overcome these two limitations to make these quarterly transactions? They occur for all my IRA accounts!

Sherlock

I suggest you use manual reminders for these Quarterly Withdraw action transactions: press Ctrl + J, select Add > Bill >  Manual Bill

Note: A Memorized Payee maybe used as a template when we create the reminder.