Skip to main content
Skip table of contents

How do I create a memorized payee?

This procedure describes how to create memorized payees manually in Quicken for Windows. 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 status.
    This will automatically mark future transactions with this payee as cleared when they are downloaded.

  5. Click OK.

For related information, see

Standardize payee names with renaming rules

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.