How do I get the online center payee to show the memo from the previous check?

mgornet
mgornet Quicken Windows Subscription Member

when I use the online center I often put a memo on the check (i.e. statement date, bill date etc) when I select the payee this memo would carry forward This is helpful for me to see I am paying the current bill

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 8

    Rather than using the Online Center, you could review and accept your transactions in the Downloaded Transactions area at the bottom of the register.

    When you select a transaction in that area, you will see in the register the transaction that is about to be entered. If the downloaded Payee matches an entry in your Memorized Payee List (MPL) and the "Lock" box is not checked for that MPL entry, you will see the Category, Memo, and amount that you used the last time.

    Is that what you are looking for?

    QWin Premier subscription
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