Home Quicken for Windows Product Ideas - Quicken for Windows Paying Bills, Online Billers & Reminders (Windows)

Additional option for frequency of occurrence on bill reminders (74 Legacy Votes)

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  • smayer97smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    smayer97 said:
    I would add that the option should be to be able to schedule based on a user defined # of days, e.g. every 15 days, 21 days, 30 days, etc. This would make this feature more flexible and accommodate many other scenarios that are not easy to handle right now.

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    Hi @smayer97

    Posters, who want to Vote, must go to the First Page of the Idea to cast their Vote. Commenting does not increase or decrease the Vote.
    That is OLD text carried over from the old Quicken forum and only applied to that forum.

    I have updated the text in the post you quoted but  be aware that type of this old text/instructions appears throughout the forum.

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    Canadian user since '92, STILL using QM2007)


  • gkoehlergkoehler Member
    Please add ability to schedule Bills and Reminders on the first/last weekday/workday of the month.
  • jmine83jmine83 Member ✭✭
    edited January 13
    I want to be able to setup scheduled transactions according to any variety of frequencies that isn't just the common set of currently-defined Quicken schedule durations.

    Here is an example of what I mean:

    Every 10 days, schedule a projected car fuel transaction of a specified amount.
  • SystemSystem Member ✭✭✭✭
    edited January 13
    This discussion was created from comments split from: Additional option for frequency of occurrence on bill reminders (11 Merged Votes).
  • I have Quicken Mac 2007. I had many more date options to do scheduling. I miss being able to say schedule item for the 2nd Wednesday of the month. Also having more month options like every 2 months or 5 months. Why weren't they carried over to Quicken Mac 2020?
  • smayer97smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited January 17
    I have Quicken Mac 2007. I had many more date options to do scheduling. I miss being able to say schedule item for the 2nd Wednesday of the month. Also having more month options like every 2 months or 5 months. Why weren't they carried over to Quicken Mac 2020?
    Those are quite doable now. Simply select the Monthly option when creating/editing a reminder. There you can select # months and/or xth [weekday].

    (you may have to click the little triangle to reveal those options)
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    (
    Canadian user since '92, STILL using QM2007)


  • UKRUKR SuperUser ✭✭✭✭✭
    edited May 28
    This probably should have been merged with the other existing Ideas about adding more frequencies and options to scheduled reminders, e.g.
    New frequency for Scheduled Reminders, both Q Windows and Mac (48 Legacy Votes) - Page 2 — Quicken (and others) where the lack of Yearly scheduling option "Every [xx] years" has already been mentioned.
    This discussion was merged by moderator into the current discussion.
  • smayer97smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    That said, multiples of years is easily achievable by using multiple months but a separate option would still be nice for clarity.
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    (
    Canadian user since '92, STILL using QM2007)


  • RickORickO SuperUser, Mac Beta ✭✭✭✭
    Do you mean, for example, every 2 years or every 3 years? That is currently doable:


    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • davidlambertdavidlambert Canada Beta ✭✭✭
    edited July 18
    I would like to see the ability to schedule income transactions monthly on a specific business day as in 'the third last business day.' As a Canadian in receipt of a Canada Pension and Old Age Security, I always get these deposits on a specific business day and it is really annoying having to create each months individually.
  • davidlambertdavidlambert Canada Beta ✭✭✭
    In other words, I have to create 24 individual transactions at the beginning of each year.
  • UKRUKR SuperUser ✭✭✭✭✭
    edited July 18
    Sounds like a good idea to me.
    You might want to review that and add your vote both here and in this discussion.
    Meanwhile, how about scheduling your and your spouse's retirement income reminders monthly for the 25th and then change the date of the recorded transactions. It's not exact, but it's "close enough for enough for government work", as one of my former bosses used to say.

  • davidlambertdavidlambert Canada Beta ✭✭✭
    I have done that in the past. This results in having to create two monthly recurring transactions and then having to modify twenty-two transactions instead of creating twenty-four. Same time needed.
  • DevynDevyn Member ✭✭✭
    edited August 13
    I'd like to suggest more options for bill schedules. Specifically, an annually repeating schedule for specific months.

    We have four children in university. Each school is slightly different, but their payment schedules are all something like:

    - August through May (monthly payment plan)
    or
    - September, December, March (quarter-system pay-in-full)

    Unless I'm missing something, with the current system I set a bill to pay every month, August 2020 through May 2021. For the next school year, I either wait until the next cycle (August 2021) to add another schedule, or add a *second* bill that starts August 2021.

    For four children over four years, this starts to get a little cumbersome. It would be nice to simply have an annually repeating schedule for specific months.

    That's my own example, but I can imagine other similar options. 

    I hope more custom schedules like this are added. Thanks for consdering!



  • UKRUKR SuperUser ✭✭✭✭✭
    In case you didn't get notified of this Idea's Status Update, posted by a community moderator earlier today, 10/2/20:

    Planned · Last Updated 9:38AM

    This Idea has been accepted for future implementation and has been added to the Development roadmap and is tentatively anticipated to be included in the R30 release - CTP-591

    Waiting with bated breath!
    B)
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