![]() To edit a payee, right click and select “Edit.” This will open the “Edit Memorized Payee” dialog box. Update your memorized payee list.Īnother 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 “Online Services” tab, and click “Setup Now." To connect an existing account to your bank, simply right click on the account and select “Edit/Delete” to open the “Account Details” dialog box. If you are comfortable with online banking, one easy step to improve your Quicken file is to set up automatic download. Set up automatic download from your bank.
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