https://community.quicken.com/discussion/7967187/reminders-automatically-appearing-in-register-without-category

There are two problems here: 1) manual reminders are automatically being entered into the register, AND 2) they are entered without the category specified in the reminder.

Specifically, starting a few weeks ago, presumably after an update, my MANUAL bill reminders started automatically entering themselves into my register, even though they are set NOT to. These transactions in the registers do not include the category they were set to in the reminder. In the register, they have a blue pencil saying they were manually entered from a bill reminder. But they were not manually entered by anyone. When I actually manually enter a transaction from a bill reminder, it shows with a red pencil and says Uncleared until it's matched to a downloaded transaction.

It seems (though not 100% certain) that this situation occurs when a transaction is downloaded that Quicken believes matches a reminder.

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When this feature existed in Quicken I never missed nor was I ever late on a bill payment. It was the primary reason I used Quicken. Once it was removed I remained a customer for a few years but eventually cancelled due to vague responses and no commitment to implementing this feature again.

My question is this; can any Quicken product automatically pay fixed/variable bills with zero manual intervention?

Gracias,

Jim

Using Family Enterprise on Windows, latest release updated.

Core Proposal: Add an inline search box or filter input field directly on the Bill and Income Reminders toolbar (near the "Show" dropdown menu) to allow instant searching and filtering by payee/payor name (Pay To / Receive From).

Problem Solved

Currently, when reviewing scheduled bills or income, users must manually scroll through a long, unfiltered list of upcoming transactions across the selected timeframe (e.g., Next 90 Days). There is no quick way to filter for a single payee (e.g., "Electric", "Insurance", or a specific client name) to verify past or upcoming projected payments.

Key Benefits

• Fast Navigation: Immediately isolates specific payees without scrolling through dozens of unrelated bill reminders.
• Audit & Planning: Makes it easy to review recurring schedule frequency or check total projected payouts for a specific vendor over 30/60/90 days.
• UI Consistency: Aligns the Bills & Income view with search/filter features already available in other areas of Quicken, such as account registers and portfolio views.

Suggested UI / UX Specifications

• Placement: Position a search input box ([ Search Payee... 🔍 ]) on the upper-left controls bar, adjacent to the Show [Next 90 Days ▾] selector.
• Behavior: Dynamic real-time filtering—as the user types, the list below automatically updates to show matching entries in the "Pay To / Receive From" column.
• Clear Button: Include an [X] clear icon inside the search field to reset the filter instantly with a single click.

Release: 67.10

Thanks

I have strange to me situation.
My old Paycheck is auto inserted into P Checking account, twice a month on 13 and 28, with amount A.
I have new Paycheck reminder set for twice a month on 15 and the last day, to be deposited to different C Checking account with amount B.
I can't find the source for that P Checking Paycheck reminder, but it just happened twice a month and greatly distorted P Checking account balance.
It isn't downloaded transaction ether, so nothing real is deposited to the account.

How I can fix this strange obsolete deposit transaction?
Thanks.

In the second tab of AMEX account settings , I click on "Add as online bill" and go through the steps, but this AMEX account never gets added as an online bill. After I try this procedure and validate the Quicken file, the validation results show numerous very old transactions for which a transfer account no longer exists. Validating a second time produces a clean report. Transactions download just fine.

I have another AMEX account that works fine, but not this one. I'd like to have the problem account added as an online biller so I can pay using Quick Pay. Any suggestions?

For example, I have several gas stations saved as memorized payees and a rule set to allocate 80% of each of those transactions to a business category and 20% to a personal category. Whenever a transaction is downloaded for that particular payee, it's supposed to split the total amount based on those percentages, but now there's the added Adjustment line and the numbers no longer match the percentages that were originally in the split amount.

Anyone else running into this?

I contacted Schwab and got the following response:

Per the Schwab Bank Team Manager, the client may not continue using an external bill payment platform such as Intuit when the process does not allow the client’s wet signature to appear on the check. This presents a compliance and fraud-risk concern, which is why the most recent check was declined following manual review.

While prior checks may have been processed through automated review and subsequently paid, Schwab cannot guarantee future approval of checks issued through Intuit Bill Pay or similar services that do not meet the wet-signature requirement. As a result, any checks currently in process through the same platform may also be declined.

Please advise the client to discontinue using the external bill payment service and instead utilize Schwab Bill Pay, physical checks, or ACH transfers for future payments. These methods align with Schwab’s processing requirements and will help avoid potential payment disruptions.”

We have checking, savings, and 2 credit cards with Citibank. Two weeks ago, I found a $200 ACH debit from a company I never heard of. And it's an ISP, something I have covered already.

That day, I spent probably two hours on the phone with Citibank fraud unit. Agent was very helpful. Insisted that he put a "lock" on the account stopping any form of debit. Credits (like Social Security) can still be paid into the account. However, I lost all access to the combined cash in checking and savings. However. OSU still works to access the old accounts and I already saw one ACH credit.

Starting last Tuesday we met with a Personal Banker at Citibank. She was patient and very helpful. She deals with the issue almost every day. One of her clients lost over $50K with no ability to recover that money. That's not chump change. In my case, Citi reversed the bogus ACH debit so I wasn't out any money. However, I have been out a lot of time, since we have met four times now with that personal banker. And because of Citibank's security procedures, only the Personal Banker can transfer money out of the old accounts to the new ones. And for that, she has to make several phone calls to other people in the bank.

So even though I have had some issues with Citibank. I was very impressed by their responsiveness and their almost-paranoid levels of account security.

Our personal banker said two things that surprised me.

1. don't ever write checks. (not even from your checking account.
2. Unlike Citibank Bank of America and Wells-Fargo don't do much to help their customers in this sort of situation.

I have a general question regarding use of Quicken Reminders.

Do you recommend placing all bill and income items is Quicken Reminders? Or leave out auto bank pay entries and others?

I understand there are currently serious issues with the Bills & Income feature that have unfortunately been around for quite some time, so I am not using those features right now.

But I will ask an additional question for future reference. Which bills would you recommend putting in Bills and Income to keep the process simple?

Thanks in advance for your reply.

I'm writing because as I was paying some bills in Quicken

When I am in the checking register and choose bill pay, I get the dialog about needing to add info, one time. Then when I add the account info and zip it gives the second error code…

Almost 3 years ago Quicken implemented an ACH method of payment that apparently is suppose to be a backup to QuickPay should that fail. As of today it has been become the primary means that QuickPay uses. At the time it asked you to verify your phone number and then asks for verification of your name, address, date of birth and last 4 of your social security number. Well it failed even though all my information was correct and I got a message if it failed there is nothing Quicken can do. 

I've talked with CS several time since and they at least indicated they are aware of the issue and they are working on it but had no estimated date for a resolution.

Thanks in advance to anyone who has a solution.

HJR

So, I am going to the register (I'll never understand why the check writing screen disappeared and couldn't have been used for this) and selecting PayNow in the Check # field, selecting the payee (Check Pay) and clicking Pay.

There is nowhere to even specify a desired check number. It's supposed to be generated automatically.

Click Pay Now and there is still no indication of a check number.

Only when I preview the check can I see that it is using check 90113, a check that has already been used.

I'm on Quicken Classic Premier, vR68.28, Build 27.1.68.28 on Windows 11.

Thanks.

Following the installation of this update, my Bill Manager/Check Pay functionality—which has been fully verified and active for a long period—was unilaterally reset by the software. The application is now requiring me to re-verify my account via micro-deposits and has imposed a default $1,500 payment limit that I did not authorize.

I have already attempted to resolve this through standard channels:

• Backups: I have restored backups to points prior to the update, but the server-side "handshake" remains broken. It is clear that this is not a local data file issue, but a service-level failure where the update has invalidated my previously established credentials.
• Support Engagement: I have already engaged with two separate Quicken support engineers regarding this issue. Unfortunately, both agents relied on standard, scripted troubleshooting steps that failed to address the fact that this is a server-side account reset. They were unable to identify the cause or offer a path to restore my previous account standing, which is why I am now seeking assistance here to escalate this to the appropriate technical department.

I am requesting assistance from a moderator or the Bill Manager team on the following:

1. Confirmation: Can it be confirmed if R68.28 has a known bug regarding the invalidation of Bill Manager authentication tokens?
2. Resolution: How can this be escalated to the technical team to manually restore my account to its prior verified status and original payment limits above $1,500?

Waiting for redundant micro-deposit verification is a burden for an account that was already fully verified and functional. I am looking for a permanent fix that recognizes my prior verification rather than being forced to cycle through ineffective, low-level support scripts.

My company pays twice a month, on the 15th and the last day of the month, and I set 2-day in advance automatic income reminders to this recurrence. Based on that schedule, deposits to the registers for two accounts should have posted yesterday, May 29. They did not, nor did they today. The reminders for mid-month still work, however.

(Running Quicken Classic Business & Personal, Version R67.10, Build 27.1.67.10)

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Thank you,

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