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Copyright 2009 by The McGraw-Hill Companies. Click here for terms of use.
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Quicken 2009 The Official Guide
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QuickFill and Memorized Payees
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As you enter transactions, Quicken is quietly working in the background, memorizing transaction information for each payee. It creates a database of memorized payees. It then uses the memorized payees for its QuickFill feature.
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How It Works
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QuickFill works in two ways:
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When you enter the first few characters of a payee name in the Write Checks or account register window, Quicken immediately fills in the rest of the name. When you advance to the next text box or field of the entry form, Quicken fills in the rest of the transaction information based on the last transaction for that payee. You can select a memorized payee from the drop-down list in the Payee field of the Write Checks or account register window. Quicken then fills in the rest of the transaction information based on the last transaction for that payee.
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QuickFill entries include amounts, categories, and memos. They can also include splits and classes. For example, you might pay the cable or satellite company for television service every month. The bill is usually the same amount each month. The second time you create an entry with the company s name, Quicken fills in the rest of the transaction automatically. You can make adjustments to the amount or other information as desired and save the transaction. It may have taken a minute or so to enter the transaction the first time, but it ll take only seconds to enter it every time after that. By default, the QuickFill feature is set up to work as discussed here. If it does not, check the QuickFill options to make sure they are set properly. I tell you how in Appendix B.
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Working with the Memorized Payee List
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If desired, you can view a list of memorized payees, as shown in Figure 7-1. Just choose Banking | Memorized Payee List or press CTRL-T.
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Button Bar Buttons
You can use buttons on the button bar to add, modify, or delete memorized payees or work with the Memorized Payee List:
Go To Find And Replace displays the Find And Replace dialog, which you can use to replace payee names. I explain how to use the Find And Replace dialog in 5.
7 / Automating Transactions and Tasks
Figure 7-1 Each line in the Memorized Payee List represents the last transaction recorded for a payee.
New displays the Create Memorized Payee dialog, shown next, which you can use to create brand-new transactions without actually entering them into any register of your Quicken data file. Just fill in the fields to enter transaction information and click OK. The new transaction appears in the Memorized Payee List window. Edit displays the Edit Memorized Payee dialog for the currently selected transaction. This dialog looks and works like the Create Memorized Payee dialog. Delete displays a dialog asking you to confirm that
Quicken 2009 The Official Guide
you really do want to delete the selected memorized payee. If you delete the transaction, it is removed from the Memorized Payee List only not from any register in the Quicken data file. Report displays a Payee Report for the currently selected payee transaction. Options offers commands for changing the sort order and other view options for the Memorized Payee List. Print prints a list of memorized payees. How Do I displays the Quicken Personal Finances Help window with additional information for completing tasks with the Memorized Payee List window.
Other Options
You can also use buttons at the bottom of the window to work with a selected payee:
New displays the Create Memorized Payee dialog, discussed and shown earlier. Renaming Rules displays the Renaming Rules For Downloaded Transactions dialog, which you can use to set automatic payee renaming options for transactions downloaded from your financial institutions. I explain how to set up renaming rules in 6. Use enters the selected transaction into the active account register or Write Checks window and fills in the transaction s information for you. You must click the Enter button to accept the entry. Edit displays the Edit Memorized Payee dialog for the currently selected transaction. This dialog looks and works like the Create Memorized Payee dialog. Rename displays the Merge And Rename Payees dialog, shown here, which you can use to enter a new name for the selected payee. (To rename multiple payees at once, hold down CTRL and click each payee in the list to select them all before clicking the Rename button.) Enter a new name in the dialog and click OK to change the payee name. If the Create Renaming Rules For Future Downloaded Transactions check box is turned on, Quicken displays the Edit Renaming Rule dialog, so you can modify the renaming rule Quicken suggests. I explain how to create renaming rules in 6.
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