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If Classic Menus are not turned on, choose View menu > Classic MenusMenus to turn them on, then choose Investing menu > Memorized Investment Transactions.
To memorize an investment transaction
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- In the Account Bar, select the account you want to use
- If Classic Menus are not turned on, choose View menu > Classic Menus to turn them on.
- Choose Investing menu > Memorized Investment TransactionsTransactions.
- Select the memorized investment transaction you want to use.
- Click Use.
- In the window provided, edit the transaction details (for example, the date) as necessary.
- Click Enter/Done to enter the transaction in the investment transaction list of the selected account.
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