Quicken Tutorial: Creating (And Fixing!) Memorized Transactions

In this video, I'll talk about how to create memorized transactions in Quicken. We'll discuss the benefits (and headaches) of memorized transactions and how you can use them in Quicken.

We'll also cover why Quicken's memorized transactions can cause problems. I'll walk you through how to fix those problems and set it up so you'll have better accuracy moving forward.

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I offer one-on-one and group help with Quicken over video chat. You can book sessions here:

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Check out this video about how my template files can save you A LOT of time!
BUY MY QUICKEN TEMPLATES HERE:
(PC and Mac Versions Included)

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Play Louder is a financial management firm providing independent CFO services for businesses and high-income individuals. The Play Louder blog also serves as an invaluable resource to help individuals and business owners increase their net worth and plan better for their future.

We also offer free and paid courses to help you master your finances and navigate your way to financial freedom. You can learn more about them here.

PERSONAL BUDGETING BASICS ($FREE)
Budgeting & Tracking Your Finances

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(It also includes my time-saving template files)

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DISCLAIMER: This video and description may contain affiliate links, meaning I'll receive a commission if you click on one of the product links. This helps support the channel and allows me to continue to make videos like this. I will never support or push a product I don't believe in. Thank you for the support!

[jormbell]

Love your content, and been having some difficulties with quicken. Good to view your help videos. Thanks!

[buyahouse...purchaseorrefi]

2.03 this was the best information on getting the category right in your entire videos series - thank you

[BigSkySmoker]

Thanks for the video. Is there a way to clear all Quicken transactions and start over? My checkbook account is so inaccurate and every time I reconcile it, it has to adjust the balance. It's a mess and I'd like to wipe out all my records and start over. Is that possible?

[DeeDee-rrsn]

do you have a video on Renaming Rules. I have created and recreated Renaming Rules and they aren't being applied when i download my transactions. Windows PC

[geraldpearson]

Grammar: You should have said "fewer problems" instead of "less problems."