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How do you use the Investment Transaction List

How is Investment Transaction List different from the Memorized Payee List

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Accepted Answer
    An investment transaction list is the what Quicken uses to refer to an investment account register.  The Memorized Payee List is a list of Memorized Payees.  Memorized Payees are used to aid with the entry of transactionsPress F1




Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Accepted Answer
    An investment transaction list is the what Quicken uses to refer to an investment account register.  The Memorized Payee List is a list of Memorized Payees.  Memorized Payees are used to aid with the entry of transactionsPress F1




  • williamspl
    williamspl Member ✭✭
    I have recently gotten back to trying to use memorized investment transactions.

    I have a list of about 5 that are outdated.

    How do you create new memorized investment transactions?

    Pointing me to current documentation on this would be great!

    Thanks!
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Quicken Help includes info on Memorized Payees, including creating them.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited March 4
    I have recently gotten back to trying to use memorized investment transactions.

    I have a list of about 5 that are outdated.

    How do you create new memorized investment transactions?

    Pointing me to current documentation on this would be great!

    Thanks!
    To memorize an investment transaction, right-click on the investment transaction you would like to memorize and select Memorize investment transaction.

    https://help.quicken.com/pages/viewpage.action?pageId=3216515
  • williamspl
    williamspl Member ✭✭
    I tried that but I do not see "Memorize investment transaction".
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    I tried that but I do not see "Memorize investment transaction".
    Have you checked View > Classic Menus?

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