Work with memorized investment transactions


If Classic Menus are not turned on, choose View menu > Classic Menus to turn them on, then choose Investing menu > Memorized Investment Transactions.

  • To memorize an investment transaction

1.In the investment account's transaction list, select the transaction you want to memorize.

2.Right-click and choose Memorize investment transaction.

3.Click OK to confirm the memorization.

4.If the transaction has been memorized before, click Replace to overwrite the previous one, or click Add to create an additional one.

 

Notes

If Classic Menus are not turned on, choose View menu > Classic Menus to turn them on, then choose Investing menu > Memorized Investment Transactions to look at the list where Quicken just memorized this transaction.

 

  • To use a memorized investment transaction

1.In the Account Bar, select the account you want to use

2.If Classic Menus are not turned on, choose View menu > Classic Menus to turn them on.

3.Choose Investing menu > Memorized Investment Transactions.

4.Select the memorized investment transaction you want to use.

5.Click Use.

6.In the window provided, edit the transaction details (for example, the date) as necessary.

7.Click Enter/Done to enter the transaction in the investment transaction list of the selected account.

  • To delete a memorized investment transaction

1.If Classic Menus are not turned on, choose View menu > Classic Menus to turn them on.

2.Choose Investing menu > Memorized Investment Transactions.

3.Select the transaction you want to delete.

4.Click Delete.

5.Click OK to confirm the deletion.

Notes

Although the transaction is removed from the Memorized Investment Transaction list, entries in your investment account transaction list remain intact.

 

Use these procedures to schedule recurring investment transactions other than dividend and interest payments (for example, dollar cost averaging, DRIPs, or other transactions in which there are purchases on a regular basis). Dividend and interest transactions for investment accounts can now be handled as straightforward bill and income reminders.


Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken—better yet, download them directly from your participating financial institution.

 

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