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

smayer97

thecreator said:

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.

gkoehler

Please add ability to schedule Bills and Reminders on the first/last weekday/workday of the month.

jmine83

merged from "User-Defined Custom Reminder Frequency for Scheduled Transactions"

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.

System

This discussion was created from comments split from: Additional option for frequency of occurrence on bill reminders (11 Merged Votes).

Michael McCoy

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?

smayer97

Michael McCoy said:

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)

UKR

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.

smayer97

That said, multiples of years is easily achievable by using multiple months but a separate option would still be nice for clarity.

RickO

Do you mean, for example, every 2 years or every 3 years? That is currently doable:

davidlambert

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.

davidlambert

In other words, I have to create 24 individual transactions at the beginning of each year.

UKR

Sounds like a good idea to me.

There have been other discussions regarding additional scheduling options, e.g.,

https://community.quicken.com/discussion/7352236/new-frequency-for-scheduled-reminders-both-q-windows-and-mac

merged into ->

https://community.quicken.com/discussion/7340440/additional-option-for-frequency-of-occurrence-on-bill-reminders-73-legacy-votes/p1

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.

davidlambert

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.

Devyn

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!

UKR

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!

TB8246

RE: Straight Talk has an auto pay option that charges every 30 days.
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-59. R30 released. No change. Still waiting. Maybe R31???

splasher

I think it is too soon to say that Q did not meet their prediction of R30.  This latest & first release was R30.9.  There were six R28.x releases and five R29.x releases and they did state that it was tentatively anticipated for a R30 release.  That is pretty wishy-washy and not a hard target.  They may come thru and have it out before the first R31 release, but don't hold your breath.

gcvsea

I would like for there to be an option for a scheduled transactions that take place on a specific day of each month. For example, social security benefits are typically based not on a specific date of each month, but on a specific day. For example, the third Wednesday of every month as opposed to the 21st day of each month. Quicken doesn't allow this type of scheduling.

splasher

gcvsea said:

I would like for there to be an option for a scheduled transactions that take place on a specific day of each month. For example, social security benefits are typically based not on a specific date of each month, but on a specific day. For example, the third Wednesday of every month as opposed to the 21st day of each month. Quicken doesn't allow this type of scheduling.

It already exists in Quicken for Windows:


You just have to choose, "change" the date.

KesslerB

A couple of my bills are only sent six times a year, so I'd like to see an option that permits scheduling every other month. (Either a dedicated option or a "every X months" kind of thing works fine for me.)

Never mind - I just saw how to do it with the disclosure triangle in the scheduling dialog box. May I instead suggest that the support staff be trained on this? The agent I spoke to earlier told me that it's not possible, and that I should submit this as a feature request.