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- First, memorize the investment transactions that you want to include in the transaction group.
- Choose Tools menu > → Manage Bill & Income Reminders.
- Click Create New > Add → Scheduled Transaction Group.
In the Choose Transactions area, select the Investment option.
thatInfo title What if I can't find my transaction in the Choose Transaction area? Remember that a transaction must be memorized before you can include it in a transaction group, and
,a transaction can belong to only one group. If your transaction is not appearing in the Choose Transaction area, check to make sure that it was first memorized
and that it has not already been included in a group.
- Then, select the Group check box for each transaction that you want to include in this group.
- Click OK.
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- Choose Tools menu > Manage Bill & Income Reminders.
- Select the transaction group that you want to change, and then click Edit.
- In the Choose Transactions area, select the Investment option.
- Select the Group check box for any transactions you wish to include or remove from the group.
Click OK.
Info title What happens if I delete a memorized transaction that is part of a group? If you delete a memorized transaction in the Memorized Payee List, Quicken automatically removes it from any associated transaction groups.
Use a transaction group
- Choose Tools menu > Manage Bill & Income Reminders.
- Select the transaction group that you want to use.
- Click Enter.
- Make sure that the account shown is correct.
- Change the date on which you want Quicken to enter these transactions in the transaction list.
- Click Enter to put the transactions in your transaction list now. Or you can click Skip or Edit to change way the group works.
- Quicken enters all the transactions into the transaction list of the target account.
- If the transactions are checks to be printed, they are entered into the Write Checks window.
- The amount isn't shown because although the group is considered a single item by Quicken, the group contains several transactions with different amounts. Therefore, Quicken doesn't know which amount to show.
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