Additional option for frequency of occurrence on bill reminders (75 Legacy 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.

BRETTB

sometimes there are bills that are longer than a year and I would like to add them in.

For instance - a Fictitious Name statement is due every 5 yrs in my county.

UKR

To the person who wanted a reminder to be scheduled every 5 years using Quicken for Windows:

Since you can't do "Yearly every [x] years" ... How about
Monthly every [60] months on the [day] ?

An Idea about adding reminder scheduling frequencies and making a few other related changes has been on the books for a couple of years already:
https://community.quicken.com/discussion/7340440/additional-option-for-frequency-of-occurrence-on-bill-reminders-13-merged-votes

The Idea is "under consideration" by the programmers, but we're still waiting for something to happen. Please add your vote to this Idea post. The discussion is lengthy. Switch to view page 1 of the discussion so that you can access the blue Vote block.

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 3rd Friday and then change the date of the recorded transactions. It's not exact, but it's "close 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.

quickastl

Like the person in [Removed-Self-Referencing]

I'm using AT&T. Not a 90 day plan, but a 360 day plan. (AT&T's shortchanged idea of "1 year").

Please allow adding bill reminders that recurr every (whatever I like) number of days.

Please don't limit to 1 year - there are things that happen every 2ish years, 5ish years (think things like drivers license renewals, passports, warranties). Unfortunately not all use "year" as "the same month, day on a subsequent year. Just let me specify a number of (calendar or business) days between payments.

At present, all I can do is calculate the date of the next bill external to quicken and enter it each year. That's a pain - and something that computers are better at than humans.

Thanks

leishirsute

Many of my billers bill by number of days and not by weeks, quaterly or yearly.

Please add the option to bill for a frequency by number of days in the How Often selection.

tsteven3

I have a cell phone vendor that bills every 30 days. I see that there is a way to do every four weeks, which is good for my NY Times subscription, but it would be nice if the Bill Reminder would allow you to customize the number of days, even though there probably are not a lot of vendors processing billing every 30 days.

Axe21

If I'm not mistaken federal law requires that if you receive your paycheck on the 15th and 30th (last day on month) and one of those days falls on a weekend your paycheck needs to be available on the Friday before. So if the 15th is on a Sat then you get paid the 14th. Currently Quicken has no way to setup only being paid on weekdays. As a result projected balances can be off by as much as 2 days during the month which may not seem like a lot but when scheduling bills by the date your paid it does cause issues. Is there a way you you can make pay day always a weekday with the wizard?  

Sherlock

Axe21 said:

If I'm not mistaken federal law requires that if you receive your paycheck on the 15th and 30th (last day on month) and one of those days falls on a weekend your paycheck needs to be available on the Friday before. So if the 15th is on a Sat then you get paid the 14th. Currently Quicken has no way to setup only being paid on weekdays. As a result projected balances can be off by as much as 2 days during the month which may not seem like a lot but when scheduling bills by the date your paid it does cause issues. Is there a way you you can make pay day always a weekday with the wizard?  

Federal Law does not dictate when an employer must pay their employees.  It's just considered a best practice to pay your employees on the prior normal business day when their regular payday would otherwise fall on a holiday or a weekend.

UKR

A scheduling frequency which adjusts the due date to business days / work days only has already been requested. Please review this:

Suggestion for new scheduled reminder frequencies (Q Windows and Mac)

[Removed Link-Merged]

and vote for it. [Correction: Voting for this Idea has been stopped. The status has been changed to "Planned"] Now all we can hope for is progress to come soon.

tsteven3

My cell phone service provider bills me every 30 days, no matter how many days are in the month. Yes, I can set a 4 week reminder and manually adjust it, but the goal is not to have to do that.

Rachel K

Please create bill/Income frequencies of last/first business day of the month.

UKR

UKR said:

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!

Still waiting!

tsteven3

And, please add the ability to set a variable interval for this. I have an e biller that bills me exactly every 30 days, no matter how many days are in the month, which means that my due date changes about every month.

UKR

tsteven3 said:

And, please add the ability to set a variable interval for this. I have an e biller that bills me exactly every 30 days, no matter how many days are in the month, which means that my due date changes about every month.

As mentioned in previous comments in this discussion, once a "Daily, every [xx] days" frequency has been created, your "every 30 days" needs will be covered.

Just hoping that we'll get to see one or more of the requested new frequencies before I'm too old to use Quicken ...

marshalljpeters

So I see this has been on the "planning" board for well over a year now. How long does it take to implement something like this? I'm not a programmer, but it doesn't seem like it would be that difficult.
"tentatively anticipated to be included in the R30 release"; current version is R39.

Matthew Phelps

With more online shopping sites offering subscriptions, I would request more options for scheduling transaction frequency. Specifically, many Shopify subscriptions offer 30, 45, and 60 day subscriptions. These don't align to the current Quicken offerings of weekly or monthly schedules. In the Schedule Bill Reminder tab, could options be added for a custom number of days as it currently is for weeks and months?