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Memorized Transactions in Quicken Classic

Richard233

When a user opens a memorized transaction, there is a field Under Payment Information called "Method/Check" which lets you identify the method used to process transactions. Some of the Methods include "next check number, print check and any additional methods you wish to set up, such as ATM withdrawal and EFT. Currently the Method/Check field cannot be set up when establishing or changing a memorized transaction. It would be convenient for all Quicken users if the Method/Check field could be set up when establishing or changing a memorized transaction. This field currently needs to be entered each time a memorized transaction is recorded.

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memorized transactions

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Comments

jacobs

@Richard233 If I understand your request correctly, what you're calling a "memorized transaction" is what Quicken Mac calls a "scheduled transaction". Is this the window you're talking about?

But I'm confused by your mention of Payment Information and Method/Check, which leads me to this question…

Are you using Quicken Windows? You posted your question in a Quicken Mac category of the forum; if you're using Quicken Windows, no problem — we can get a moderator to move it to the appropriate location. But if you're using Quicken Mac, could you post a screenshot of what you're describing?