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Allow Add Reminder for Investment Transactions (9 Legacy Votes)

markus1957

The Add Reminder dialogue can be activated by right-clicking a transaction in a banking register but not in an investment register. The dialogue conveniently fills the fields for the reminder based on the transaction selected. This would be especially useful in investment registers for managing cash flow and for tax planning. Currently, investment register reminders have to be created manually.

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Investments

Scheduled Transactions

Windows

Reviewed

Status: Reviewed

Comments

mshiggins

This would be very helpful. I currently have reminders for all of my dividend producing securities. A simpler way to create the income reminders when I add a new security would be great.

EmKay

I'd love to see this, too. Since i "upgraded' my Vanguard IRA to their brokerage model, I can no longer do automatic exchanges between funds via their website -- so I have to remember to do them manually. This would help!

Quicken Natalie

Hello All,

This Idea seems to have fallen stagnant and due to the age of the request and lack of User Votes/Comments, it will be archived within the next 7 business days.

If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this Idea would be beneficial for you.

More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

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Quicken Community Support Team

Jim_Harman

I agree. Reminders for investing transactions currently have the look and feel of a feature that was tacked on after the fact.

mshiggins

This idea is still quite valid. It would be a shame if it were archived.

UKR

Why does the buzzword Scheduled Transaction Group come to mind when I hear of scheduling reminders for investment transactions?
Could it be that there's something in existence already for this purpose?

NotACPA

I'm not sure that I understand the issue. I've already got an Income Reminder for a quarterly stock dividend.

Doug N.

The latest "Quicken Windows Tips" (8/30/2021) mentions the ability to add a reminder by right-clicking a transaction in the register and selecting "Add Reminder," however it fails to note that this method apparently doesn't work for investment registers (and I'll confirm it doesn't work for me -- there is no "Add Reminder" option when I right-click a transaction). It would be a nice feature, though. I have a number of bonds that pay out twice a year and it would be nice to easily add reminders by right-clicking one of the transactions rather than manually entering an income reminder for each one.

Jim_Harman

You can currently set up reminders for investment cash transactions - dividends, transfers, etc. Go to
Tools > Manage Bill & Income reminders and click Add and Income Reminder for example. If you pick an investment account, It asks if it is a Deposit, Dividend, or Interest. This is inconvenient but it works. I use these for dividends, and the reminders feed directly to the Tax Planner.

Other types of investment transactions require you to memorize one or more transactions by right clicking and picking Memorize Investment transaction. Then on the Bill and Income reminders setup, you pick Add and then Scheduled transaction group, even if you only want one transaction. Then you pick an investment account, choose the Investment button, and pick one or more transactions that were memorized for that account.

As you can see, the setup for non-cash transactions like reinvestments is very clumsy. But these transactions are also complex, since you must specify the number of shares and that often varies from one instance to the next.

A cleaner interface for both cash and other investment reminders would certainly be a big plus.

Dutch3

Hi Jim, Thank you for these instructions. I am amazed that you were able to figure this out. What a labyrinth. I followed your instructions and did get a recurring investment income transaction set up so that it appears in Bills and Reminders. Thank you, Dutch3

moellero

Jim,

I was able to set up a group income reminder for an interest payment into my cash management account per your recommendation above. Unfortunately, when this transaction is entered into my brokerage account, it repeatably increments the shares of the investment paying the interest by 5068 shares, which throws everything out of balance although the correct amount of interest is added to my linked checking account. I just can't figure out why the shares of this security are being incremented. Any thoughts?

I'm using Quicken Classic Deluxe, Version R67.10, Build 27.1.67.10.

Ron

ron.and.deb.moeller@gmail.com