Scheduled Transactions with Bill Pay & Direct Connect (10 Legacy Votes)

Quicken Community

In QM07, Scheduled Transactions were integrated with Bill Pay.  Each transaction would automatically be added to the Register at some regular, repeating date (i.e.. 1st of the month).  At the next UPDATE, it would automatically go through DIRECT CONNECT to the bank and get paid.  It was GREAT!!!!   Nothing had to be entered, ever (once it was set up of course)  Any chance that could come back? 

smayer97

You can also add your VOTE for the related feature to automatically enter scheduled transactions/bill reminders, here: https://getsatisfaction.com/quickencommunity/topics/add-option-to-automatically-enter-scheduled-tran...

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of the page of THAT feature, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

 

smayer97

I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that, I suggest you read this FAQ on how to filter the IDEAS on this forum to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...

The following are some of the many feature requests you will find:

• List of Requests for Report Types and Related Features
• Restore Transactions Downloading Acceptance and Matching workflow 
• Option to Have Debits and Credits Tallied Separately for Reconciliation Process
• Add ability to track/store Prior Reconciled Statements/periods
  
• True multi-currency conversion support
  
• many requests for configuration options

and many others.

Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

You may also want to add your VOTE for other features related to Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)

First, click on the underlined link, then be sure to scroll down the page, as it contains a list of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...

The following are some of the many feature requests you will find:

• List of Requests for Report Types
• List of Requests for Report Related Features
  
• Restore Transactions Downloading Acceptance and Matching workflow 
• List of Requests for Reconciliation Process
• Add QuickMath functionality
  
• Loan Amortization
  
• List of Requests Related to Investments
• True multi-currency conversion support
• List of Requests Related to Budgets
  
• List of Requests for Data Entry and Usability Options and Features
  
• List of Requests for User Interface Options and Features
  

and many others.

Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!


(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Unknown

I am using Bill Pay & Direct Connect with Chase.  I have entered several re-occurring transaction to be sent at the same time each month and the number of total payments to be made.  Only the first month is is being processed automatically.  Unless I go online to process each subsequent payment, the payment is never sent.  I have incurred late fees and I don't understand why this isn't working.  Does anyone know of a fix?

Unknown

Robert10 said:

I am using Bill Pay & Direct Connect with Chase.  I have entered several re-occurring transaction to be sent at the same time each month and the number of total payments to be made.  Only the first month is is being processed automatically.  Unless I go online to process each subsequent payment, the payment is never sent.  I have incurred late fees and I don't understand why this isn't working.  Does anyone know of a fix?

Go to Chase and bill pay from their website. 

smayer97

By the wording of the post by Quicken Marcus here, it appears that this feature has also been implemented at the same time as when the option to automatically enter scheduled transactions/bill reminders was implemented, which was quietly announced here on June 15, 2018 that it was included in QM2018 v5.1 released Oct 2017 but never published in the 2018 Release Notes for Quicken.