#Where is my quicken file 2015 update#
#Where is my quicken file 2015 download#

Select the appropriate tax category from the dropdown menu. Then click on the checkbox вЂњTax Related Category,вЂќ and select the вЂњExtended Line Item ListвЂќ radial button. To connect your category with a tax line, click on the tax reporting tab at the top of the dialog box. To edit a category, right click and select edit. To edit categories, open your category list. Quicken categories can be be connected to a tax line. Connect your categories with tax line items.Д«y assigning a category to each transaction Quicken users can track the source of income or use of an expenditure. Sometimes you write a check to her with the payee line as вЂњSamantha JonesвЂќ and other times as вЂњSam Jones.вЂќ You could create a re-naming rule to always change it to вЂњSamantha Jones.вЂќ 4. If a particular payee comes up with different names, you can create a renaming rule to simplify reports when organized by payee.Д¬onsider this example: You have an employee named Samantha Jones. For example, if your gas utility bill has a different amount every month, you can remove the memorized payment amount but keep the category and tag for the payee.ДЄnother thing you can do in this dialog box is to recreate renaming rules. You can also remove this memorized information so that Quicken does not assign this information.

In this dialog box, you can assign a category, tag, memo, or amount that will be used every time a transaction is entered with the selected payee name. To edit a payee, right click and select вЂњEdit.вЂќ This will open the вЂњEdit Memorized PayeeвЂќ dialog box.

#Where is my quicken file 2015 update#

Update your memorized payee list.ДЄnother way to improve your Quicken file is to update your memorized payee list.

You can turn off the automatic post feature and Quicken will allow you to approve each transaction before it is posted to the account. These transactions will automatically post to your account. Once the dialog box is open, select the вЂњOnline ServicesвЂќ tab, and click вЂњSetup Now.' To connect an existing account to your bank, simply right click on the account and select вЂњEdit/DeleteвЂќ to open the вЂњAccount DetailsвЂќ dialog box. If you are comfortable with online banking, one easy step to improve your Quicken file is to set up automatic download.

#Where is my quicken file 2015 download#

Set up automatic download from your bank.