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Quicken 2016 ships with nine reports, such as account and category summaries, net worth, and monthly spending, six of which can be customized and saved for later use.
. Bring up the Memorized Payee List in Quicken: Press Ctrl + T or click on Cash Flow, Memorized Payee List. On the bottom left or at the top of the Memorized Payee List, click on New. The Create Memorized Payee window will open. Use the drop-down list next to Type of Transactions to enter the type of transaction you would typically have with the payee, for example, a deposit or a payment. Enter the name of the payee. Use the drop-down list next to Category to choose the category or categories you would most likely use for this payee.
For example, if the payee is a gas station you may typically use the category, 'Auto.' If the payee is a department store, you might want to select multiple categories that you would typically use when shopping there.