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Having issues with all categories not posting under Payee list

When I type in my Payee, put the category, it saves the last entry I put instead of keeping everything under the payee list so I can just enter and go to the next item I want to post. How do I get it so it will show, IE: Salary, tax:federal, medicare, state income tax, social security, dental, medical, vision Accident D&D It only keeps 5 so I have to type everything every time. As you can see I want all the categories that are under categories to keep under the payee list. I hope this makes sense. Sorry. Thanks in advance for your help.

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    The Memorized Payee List is not what you use to record a paycheck.
    To create a single register transaction containing all the details please see https://help.quicken.com/pages/viewpage.action?pageId=3216722
    For other transactions where you need to split the amount into two or more categories, please read https://help.quicken.com/pages/viewpage.action?pageId=3217280&src=search

  • Bon
    Bon Member
    I did go set up a budget so that information sure was helpful. I am putting all our expenses in the payee list. Not just his paycheck. I want all of my chosen categories to show up under the payee list so I don't have to type them in each week or month. IE Directv bill, Cell Phone, my prescription insurance plan etc.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    For your recurring payments or deposits I recommend you set up and use Scheduled Reminders. Not only will that help remind you of upcoming due dates, it will help with both budgeting and Projected Balances.
    Setting up entries in the Memorized Payee List is a good method, too.
    If you have already recorded a good (correctly named and categorized) register transaction, you can memorize it: Click on the register transaction to highlight it. Press CTRL+M (or right-click the transaction and select Memorize)
    Remember that a register transaction is not limited to a single category. If you are about to record a transaction and need to allocate the amount to 2 or more categories, use the Split Transaction dialog: Press CTRL+S (or right-click the transaction and select Split)

    Are you new to Quicken for Windows?

    Welcome.
    Please read this for more information, some videos and a list of resources to help familiarize yourself with Quicken:
    https://www.quicken.com/quicken-tips
    https://www.quicken.com/complete-guide-getting-started-quicken-2018-windows

     

    Quicken Help! (Quicken for Windows)

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  • Bon
    Bon Member
    I want all the categories to show under payee. Everything isn't showing that you see on the Category side. This way all I will have to do is change the amount of each entry.
  • Bon
    Bon Member
    Thank you so much.
  • jasnon
    jasnon Unconfirmed, Member
    edited January 16
    [Removed-Off-Topic]
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