Idea: Include check number field in scheduled transactions (8 Merged Votes)

Dan Glynhampton

When creating a scheduled transaction (bill reminder) I'd like to be able to set the contents of the check number field, but that field doesn't appear in the UI when creating the scheduled transaction.



I'd like to be able to set the check number field to any value that's possible when creating a transaction in the register, including the custom fields that I have defined.

smayer97

This would make sense only to one time scheduled transactions. So I suggest enhancing that to include the field but only allow populating it if it is a one time entry, and if user changes from some other setting to one time, clear that field. Otherwise you risk getting duplicate check #'s. Easy enough feature.

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Dan Glynhampton

That's true if it's an actual check number, but that field can contain other entries that are relevant to repeating scheduled transactions (such as Electronic Fund Transfers), so I see no reason to restrict it to one time scheduled transactions. If I was going to write a check for each repeat of the transaction I would set the field to "Print Check".

John_in_NC

You can include the check number field in the Bill Reminders. However, as noted, it will be blank (or PRINT in the case of a printed check) for unposed scheduled transactions.

I think you wish to display the Action column, as that is were the things such as EFT, DEBIT, ACH, etc. get entered. The developers created a new column so the check number one wouldn't be serving multiple roles. 

Dan Glynhampton

Hi John in NC.  I wonder if we are using different versions, I should have said that my request applies to Quicken for Windows.  I currently have the 2016 version and, by default, the values that can be entered in the "Check #" column are "Next Check Num", "ATM", "Deposit", "Print Check", "Transfer" and "EFT".  Custom values can also be defined.  In the list of available Register columns in QW2016 there is no "Action" column.

Are you using the Mac version?  Perhaps that's different.

John_in_NC

Yes, I am answering regarding the Mac version as that is what this question was tagged as. 

I don't believe the Windows version has the Action column.

Dan Glynhampton

Apologies John, I didn't intentionally tag it for Mac, and I should have been clear I was referring to the Windows version.

Unknown

One can define user-created entries in the NUM field for registers along with the list of Quicken-supplied defaults (such as TXTR, PRINT, etc.).  But when I do so in a transaction, I can not MEMORIZE the transaction and keep this field intact at the same time. When then using that memorized transaction to create a bill reminder, the field value is not retained.  I have defined that field value to contain additional values such as 'BillPay','EFT', etc. to remind me HOW that particular entry is paid.  Would be nice to have this ability to save and be recalled when the reminder is auto-populated in the register.  Thanks for listening!

Unknown

have you tried creating customized categories such as - electric bill paid by ETF.  not sure what field you're referring to since NUM is not an available column in the bank account regositer

Unknown

Sure it is. It's the column that the check number, or "Print", or whatever else the user defined fields go into if selected.

Unknown

To be precise, the field of which I speak in the register is named "Check #",   Perhaps that was why B Zark couldn't find what I was pointing to , and if so, sorry for my imprecision.

Ellen Helberg

This reply was created from a merged topic originally titled Allow Check Number Entry in Bill and Income Reminders-Manage Reminders.


Please add a feature that allows setting the Check Number field when creating a Bill and Income reminder. Currently using Quicken 2016 Home and Business R18.4. I have many Bill Payments (and one Deposit) listed in the Bill and Income Reminders. However, when they are entered into the appropriate register automatically the Check No. field is not filled in (and there is no option to do so when setting up the reminder). Since many of my reminders are set up as automatic I often forget to fill in the check number (which many times is a category such as On Line, Deposit, Automatic Payment, etc.). It would be really great to be able to set up this field when creating the reminder.

SimonSezSo

This reply was created from a merged topic originally titled Moving to merge.


Thank you for suggesting this Ellen.  I also have a lot of reminders that are Automatic Payments or Direct Deposits, along with ones that are manually or though Bill Pay.  It would be nice to be able to set up reminders with the "Check Number" field pre filled in, so it would be easier to keep track of which is which.

Note: This conversation was created from a reply on: Allow Check Number Entry in Bill and Income Reminders-Manage Reminders.

Rich_M

This reply was created from a merged topic originally titled Moving to merge.


I've wanted this feature for many years because I schedule my bill payments ahead of time and would like to be able to record the reference number at the time I create the reminder.  In the past I would wait until the reminder came due and enter the reference number when I made the entry in the register.  This created extra work because I would then have to go back and lookup the reference number for the scheduled payment through my bank.

Since we don't have this feature, to save time, I started entering my scheduled reminders immediately so I can fill in the reference number and avoid going back to it.

This ended up working just fine for me, the reminders show up as paid and the entries are already in their respective registers with future dates.

In addition, in my checking register I use a Last nn Days filter when I don't want my register cluttered with future payments that haven't come due yet.

Quicken handles this nicely by providing the ending balance amount, which includes all the future payments, so I always know if I'm running short on funds.

Note: This conversation was created from a reply on: Allow Check Number Entry in Bill and Income Reminders-Manage Reminders.

Philip107

Mark a Scheduled Bill reminder with the list value from the Check# enumerator . This value shows in the Check# column of the register and there's a list of values or a check number as possible entries. In the Bill Reminder setup or edit dialog there is no entry for setting this value.

Rocket J Squirrel

I have automatic reminders which I would like to show EFT or DEP in the Num field.

Send and Print can already be specified in reminders via check boxes in the dialog. This would result in 2 different ways to specify the Num field. Hmm.

gapperly

I concur. Some of my reminders which were created with a previous version include EFT or PAP in the cheque # column, but new reminders don't provide that feature.

Boatnmaniac

We are given the option to assign a payment method (such as "EFT") to reminders when they are manually entered into account registers.  But can this option be included during the set up of reminders?  This would be especially beneficial for reminders that get automatically entered into registers.

Rocket J Squirrel

Are you talking about adding a field to reminders to populate the Check Number aka Num field in the transactions? I'd like that, too.

Boatnmaniac

Rocket J Squirrel said:

Are you talking about adding a field to reminders to populate the Check Number aka Num field in the transactions? I'd like that, too.

Yes, add a field to reminders to include the same type of payment method we currently have the option of entering when we manually enter the reminder....things like EFT, ATM, Next (for check number), Send (for DC bill pay), Xfer, etc.  When manually entering the reminder we already have the option to do this but if you forget to do it then you have to go to the register afterward and edit it in.  But for auto entry of reminders we always have to go the register to edit the transaction and it would be good to not have to do that and to eliminate the risk of forgetting to do it.

Rocket J Squirrel

"Send" gets entered automatically, but I want the other options, too. You got my vote.

Dave Robinson

I would like some kind of indication IN the registry that a "future" payment has been processed and in the queue to be sent. Similar to Quicken Bill Pay formerly "CheckFree" posts a check number along with a Lightning Bolt indicating the payment will be processed. Presently, nothing appears... If you attempt to enter some kind of notation in the register, it will not be accepted. So, you don't know if your instruction has been received or "sent" apparently until it is late.

sgoldberg124

On the Bill Reminder setup screen, please add the "Method/Check" field so it is automatically populated when you Enter the transaction in the checkbook register. Currently, when Entering a transaction, I have to back-tab to get the Method/Check field populated.

Rocket J Squirrel

Bump.

rhosk

Yes, would like this also.

MarioP

This seems so useful and yet so elusive... being able to set the payment method, aka "check number", would be so useful. Don't understand why it isn't included. There's a way to right-click, then shift-left-click when selecting the option to edit all future transactions, but the list of available choices under the delivery method field don't match the list of available choices in the register "check number" field. They should be the same or the Payment Method option that allows selecting Manually or Pay with Quicken, should have that list. It's a pain to have to Enter "AutoPay" or "Scheduled" or "EFT" to each and every payment individually, rather than being able to set that value in the recurring payment reminder. Please fix this soon. Thanks.

MarioP

Individual Transaction Editor includes the field choice that matches the register "check number" field.

MarioP

Selecting "Edit this instance and all future instances" doesn't offer the field at all.

MarioP

Shift-Selecting "Edit this instance and all future instances" brings up a Delivery Method list that doesn't match or map to the payment method ("check number") field/list. Consistifying these interfaces would be very nice.

ljonas

It would be nice if there was a way to add a payment method to either a memorized payee or a bill reminder other than Payment, Print Check or Deposit. For example, I have my credit card setup as a memorized payee and a bill reminder. I have it setup so that it automatically enters into my register. I set up a specific payment method "Auto Draw". I would like a way to put that on either the payee or reminder so I do not have to manually do it all the time. It's really a pain when all the rest of it is automated. Thank you for considering

Quicken Anja

Hello @ljonas,

Thank you for reaching out to the Community with your request.

Your idea has been merged into this already active Idea thread regarding the same request.

Thank you!