Allow Add Reminder for Investment Transactions (9 Legacy Votes)

markus1957 SuperUser, Windows Beta Beta
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.
5 votes

No Status · Last Updated


  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited November 2018
    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.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • EmKay
    EmKay Member ✭✭✭
    edited November 2018
    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
    Quicken_Natalie Moderator mod
    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.

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    I agree. Reminders for investing transactions currently have the look and feel of a feature that was tacked on after the fact.
    QWin Premier subscription
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    This idea is still quite valid. It would be a shame if it were archived. 
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • UKR
    UKR SuperUser ✭✭✭✭✭
    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
    NotACPA SuperUser, Windows Beta Beta
    I'm not sure that I understand the issue.  I've already got an Income Reminder for a quarterly stock dividend.

    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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