How save long split list for re-use?

Posted by John Polasek on November 26, 2008, 5:20 pm

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Every year I need to pay taxes on a number of properties, and I would
like to simply copy or somehow re-use the list from last year. I have
one check from last year that has the material, but I can't find a way
to bring it up. I would only have to alter the numbers. Another such
check does come up with another list and I alter its numbers.
Thanks in advance.

Posted by R. C. White on November 26, 2008, 5:48 pm

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Hi, John.

You didn't say which version of Quicken you are using, but for as many years
as I can recall, the procedure has been basically the same. I'm using Q2009
Deluxe; it should work the same in whatever you're using.

For a one-time situation, just highlight that check from last year,
right-click on it, and click Memorize Payee. (Or just press Ctrl+M.) Yes,
I think it should say Memorize Transaction, which is what it really does,
including the Split.

You might (or might not) want to go to Edit | Preferences | Quicken Program
and change a few of those settings. I can't recall what the defaults were,
but in Register | QuickFill, I have all the boxes checked, including Recall
memorized payees...

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Quicken 2009 Deluxe in Win7 x64 6801)

> Every year I need to pay taxes on a number of properties, and I would

> like to simply copy or somehow re-use the list from last year. I have

> one check from last year that has the material, but I can't find a way

> to bring it up. I would only have to alter the numbers. Another such

> check does come up with another list and I alter its numbers.

> Thanks in advance.

Posted by John Polasek on November 26, 2008, 10:28 pm

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wrote:

>Hi, John.

>You didn't say which version of Quicken you are using, but for as many years

>as I can recall, the procedure has been basically the same. I'm using Q2009

>Deluxe; it should work the same in whatever you're using.

>For a one-time situation, just highlight that check from last year,

>right-click on it, and click Memorize Payee. (Or just press Ctrl+M.) Yes,

>I think it should say Memorize Transaction, which is what it really does,

>including the Split.

>You might (or might not) want to go to Edit | Preferences | Quicken Program

>and change a few of those settings. I can't recall what the defaults were,

>but in Register | QuickFill, I have all the boxes checked, including Recall

>memorized payees...

>RC

Thanks, RC, RtClick "Memorize Payee" worked fine. And thanks to you
all. John

Posted by Andrew on November 27, 2008, 8:49 am

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John Polasek wrote:

> wrote:

>> Hi, John.

>> You didn't say which version of Quicken you are using, but for as

>> many years as I can recall, the procedure has been basically the

>> same. I'm using Q2009 Deluxe; it should work the same in whatever

>> you're using.

>> For a one-time situation, just highlight that check from last year,

>> right-click on it, and click Memorize Payee. (Or just press

>> Ctrl+M.) Yes, I think it should say Memorize Transaction, which is

>> what it really does, including the Split.

>> You might (or might not) want to go to Edit | Preferences | Quicken

>> Program and change a few of those settings. I can't recall what the

>> defaults were, but in Register | QuickFill, I have all the boxes

>> checked, including Recall memorized payees...

>> RC

> Thanks, RC, RtClick "Memorize Payee" worked fine. And thanks to you

> all. John

btw, you do realize (I believe) that if you don't reuse a memorized
transaction in a certain time frame, it will be automatically deleted,
right? So if in your case you only use this once a year , you might
consider editing the options of 'Quicken Program' and ensuring the timeframe
is more than 12 months. There's an option to control that where you specify
the time frame.

--
-------------------------------------------------------------
Regards -

- Andrew

Posted by John Polasek on November 27, 2008, 12:25 pm

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>John Polasek wrote:

>> wrote:

>>> Hi, John.

>>>

>>> You didn't say which version of Quicken you are using, but for as

>>> many years as I can recall, the procedure has been basically the

>>> same. I'm using Q2009 Deluxe; it should work the same in whatever

>>> you're using.

>>>

>>> For a one-time situation, just highlight that check from last year,

>>> right-click on it, and click Memorize Payee. (Or just press

>>> Ctrl+M.) Yes, I think it should say Memorize Transaction, which is

>>> what it really does, including the Split.

>>>

>>> You might (or might not) want to go to Edit | Preferences | Quicken

>>> Program and change a few of those settings. I can't recall what the

>>> defaults were, but in Register | QuickFill, I have all the boxes

>>> checked, including Recall memorized payees...

>>>

>>> RC

>> Thanks, RC, RtClick "Memorize Payee" worked fine. And thanks to you

>> all. John

>btw, you do realize (I believe) that if you don't reuse a memorized

>transaction in a certain time frame, it will be automatically deleted,

>right? So if in your case you only use this once a year , you might

>consider editing the options of 'Quicken Program' and ensuring the timeframe

>is more than 12 months. There's an option to control that where you specify

>the time frame.

Thanks I found it under Preferences Calendar which is set to 24 mos.
John