How do I create a memorized payee


This procedure describes how to create memorized payees manually. If you prefer, Quicken can automatically memorize payees for you, based on your register transactions. This behavior can be turned on or off by selecting or clearing the Automatically memorize new payees check box in the Data entry and QuickFill preferences area. In the same area, you can also customize settings that affect how memorized payees are created, displayed, and recalled.

To create a memorized payee manually

  1. Choose Tools menu > Memorized Payee List.
  2. Click New Payee.
  3. Enter the information as necessary.
  4. Select the Mark as cleared check box if you want to automatically mark this transaction with a cleared (Any transaction (payment, charge, security action or deposit) that has been processed by the bank or financial institution. Cleared items appear on your monthly statement. When you reconcile your Quicken account, the items you clear are marked with a "c" in the Clr (Cleared) column of the register) status.
  5. Click OK.

For related information, see

Standardize payee names with renaming rules

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