New frequency for Scheduled Reminders, both Q Windows and Mac (48 Legacy Votes)

UKRUKR SuperUser ✭✭✭✭✭
This customer brought up something that I find is a good idea and should be added to both Quicken for Windows and Quicken for Mac:

https://getsatisfaction.com/quickencommunity/topics/daily-income-and-daily-bill?utm_source=notificat...

At this time, the shortest frequency one can schedule a recurring reminder event is Weekly

IMHO, one or more of these Scheduling Frequencies should be added:
- Daily           every single day, weekends and holidays included
- Workdays  daily, every Monday thru Friday. Optionally holidays in-/excluded
- Selected days of the week only  from a list of weekdays only on selected days, e.g., M_W_F_ _, Monday, Wednesday and Friday only. Optionally holidays in-/excluded

That should take care of those
- daily trips to the coffee shop
- the toll fees for bridge, HOV lane or toll road usage
- the twice weekly trip to the fitness center
- Tips income received at the job
- etc.

What do you guys say?
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  • splashersplasher SuperUser ✭✭✭✭✭
    edited October 2018
    Recently, a user wanted the first 4 xxxday (pick a day, Sun-Sat) of the month (exclude the 5th occurrence in a month if it existed).
    -splasher  using Q since 1996 -  QW2016, 2017 & Subscription  -  Win7/Win10
    -Questions? Check out the  Quicken Windows FAQ list

  • Rodrigo HssRodrigo Hss Member
    edited December 2018
    I think a daily schedule was mandatory. As it's something very easy to make and so important to all people, they should just offer us any kind of combination to cover all kind of schedule.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited September 2018
    If we really want a more flexible repeating frequency GUI, here is what it looks like in my BusyCal software:
    The starting point looks like this:

    repeating (drop down menu): 
                       image     
    Simple selection of every day, week, month, year OR Custom....
    Selecting the repeating frequency brings up the corresponding option in a pop up window. 

    Selecting Custom...Daily looks like this:

    image   

    (self-explanatory)


    Custom...Weekly looks like this:

    image
     (you can select as many or as few days as you want)

    It includes the ability to select any and all days of the week, with the flexibility to select one or more days by clicking them.

    This option gives the option that satisfies the list that ukr presents above.


    Custom...Monthly looks like my other reply above:  
    https://getsatisfaction.com/quickencommunity/topics/new-frequency-for-scheduled-reminders-both-q-win...


    Custom...Yearly look like this:

           image
    (you can select as many or as few months as you want)
    (And just like Monthly, you can opt for 1st, 2nd, 3rd, 4th, Last occurrence, with same choices including weekdays, and weekends)

    All these options also include a way to define the end in either one of 3 ways:
    Never (ongoing), After # times (i.e. # days, # weeks, # months, # years, based on the selection), or End Date where you define a final date.

    image

    imageimage


    Selections are made as above, then window closes with displaying only a summary of the choices. The resulting sample display will look like this:

    image

    This is far more flexible and covers all the scenarios currently used by Quicken and MORE!!!! This is the best GUI presentation of all the options I have ever seen in a compact design, easy to understand, use, and follow.


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

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 15

    Recently, a user wanted the first 4 xxxday (pick a day, Sun-Sat) of the month (exclude the 5th occurrence in a month if it existed).

    I see this more as part of the Monthly frequency that would require an interface that looks like this (taken from my BusyCal software): 

    image    OR       image

    It also includes a field for defining the end in one of 3 ways, either never (ongoing), after # times (i.e. # weeks to repeat) and On Date where you define a final date.

    This allows you to select ANY day(s) to repeat....So you can pick the 4 thursdays of the month (like that one user wanted), or you can select 1st, 2nd 3rd 4th, last occurrence of the month from the menu shown, which includes the ability to select weekdays or weekends (another request by some users).

    Notice that to select the Last day of the month, which varies from month to month, there is an (L) at the end of the calendar. 

    AND all this can be combined with the yearly, weekly, and daily options to create some very interesting and flexible combinations.

    This is a far more flexible interface from a user perspective...(though surely somewhat trickier to program).

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • psobilopsobilo Member ✭✭
    edited August 2018
    Do people really need to micro-manage their life so much that they need a reminder they bought coffee or paid a toll every day?  Consider the name of the screen: Income and Bill Reminder, not Income and Expense Reminder.  Just my opinion.
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited August 2018
    I think this is a very infrequent use case. I've been using Quicken for 18 years and have never once needed or wanted a reminder with daily frequency.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    mshiggins said:

    I think this is a very infrequent use case. I've been using Quicken for 18 years and have never once needed or wanted a reminder with daily frequency.

    Agreed...user since '92 and still never had this need. 

    That said, I really like the user interface that is designed in BusyCal, as I show above, that can handle pretty much most, if not all, scheduling options.

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    psobilo said:

    Do people really need to micro-manage their life so much that they need a reminder they bought coffee or paid a toll every day?  Consider the name of the screen: Income and Bill Reminder, not Income and Expense Reminder.  Just my opinion.

    Maybe not...but currently one of the tricks in Quicken is if you do have a repeating   frequency for some charge, if you accept a scheduled transaction after the fact, say a weekly transaction one month later (when you are reconciling for example), Quicken simplifies the data entry by providing a quick prompt to accept each weekly transaction.

    Also, if you you create a scheduled transaction retroactively, Quicken will prompt you if you want to enter those transactions from that retroactive date. If you accept, it will enter ALL occurrences automatically at the frequency specified. Can speed up data entry when you are playing catch-up. 

    (I have taken advantage of that feature a few times over the years).

    So, again, if you have a high frequency transaction, even 2-3 times per week, it can be helpful.

    BTW, I really like the interface provide by BusyCal, as I captured above. Super flexible from a user perspective and easy to apply. Covers pretty much all scenarios easily.

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • lhossuslhossus SuperUser ✭✭✭✭✭
    edited October 2018
    I am all for the Daily frequency.  I have several applications:
    • We go to the laundromat every 10 days. Currently I am using a 1 week scheduled transaction but keep finding the reminder appearing long before it is due. I have tried 2 weeks, but then it appears long after it is due and we may or may not remember how many quarters were put in the dryers.
    • Our pre-paid cell phone plans renew every 30 and every 90 days. I am using 4 weeks and 3 months for these - only a little bit off the mark.
    Notice these are not every day, but rather every nth day which is just a generalization of the daily frequency.
    Quicken Mac Subscription
    macOS Sierra 10.12.6
  • lhossuslhossus SuperUser ✭✭✭✭✭
    edited June 2018

    If we really want a more flexible repeating frequency GUI, here is what it looks like in my BusyCal software:
    The starting point looks like this:

    repeating (drop down menu): 
                       image     
    Simple selection of every day, week, month, year OR Custom....
    Selecting the repeating frequency brings up the corresponding option in a pop up window. 

    Selecting Custom...Daily looks like this:

    image   

    (self-explanatory)


    Custom...Weekly looks like this:

    image
     (you can select as many or as few days as you want)

    It includes the ability to select any and all days of the week, with the flexibility to select one or more days by clicking them.

    This option gives the option that satisfies the list that ukr presents above.


    Custom...Monthly looks like my other reply above:  
    https://getsatisfaction.com/quickencommunity/topics/new-frequency-for-scheduled-reminders-both-q-win...


    Custom...Yearly look like this:

           image
    (you can select as many or as few months as you want)
    (And just like Monthly, you can opt for 1st, 2nd, 3rd, 4th, Last occurrence, with same choices including weekdays, and weekends)

    All these options also include a way to define the end in either one of 3 ways:
    Never (ongoing), After # times (i.e. # days, # weeks, # months, # years, based on the selection), or End Date where you define a final date.

    image

    imageimage


    Selections are made as above, then window closes with displaying only a summary of the choices. The resulting sample display will look like this:

    image

    This is far more flexible and covers all the scenarios currently used by Quicken and MORE!!!! This is the best GUI presentation of all the options I have ever seen in a compact design, easy to understand, use, and follow.


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

    I use the Mac To-do list manager "Things" which has very similar scheduling screens to that shown in BusyCal.

    I have may times wished for similar functionality in Quicken.
    Quicken Mac Subscription
    macOS Sierra 10.12.6
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited March 2018
    lhossus said:

    I am all for the Daily frequency.  I have several applications:

    • We go to the laundromat every 10 days. Currently I am using a 1 week scheduled transaction but keep finding the reminder appearing long before it is due. I have tried 2 weeks, but then it appears long after it is due and we may or may not remember how many quarters were put in the dryers.
    • Our pre-paid cell phone plans renew every 30 and every 90 days. I am using 4 weeks and 3 months for these - only a little bit off the mark.
    Notice these are not every day, but rather every nth day which is just a generalization of the daily frequency.
    Yes, have had to use approximations and constant adjustments. It would be nice to get more accuracy.

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • GlennGlenn Member
    edited October 2018
    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October
  • Dan GlynhamptonDan Glynhampton SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    Could you not solve (2) by setting a monthly repeat with a frequency of 36 months? The others will need some enhancements to Quicken's scheduling engine, which I wholeheartedly support.
    US Quicken Deluxe for Windows 2019 R18.16 on Windows 10 Pro v1809
  • GlennGlenn Member
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    Thanks, just adjusted it.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    For the 4 times a year, could you not use the Monthly option again and enter 4 different entries, with 1st Monday of every 12 months, starting each one in their respective month?

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • Dan GlynhamptonDan Glynhampton SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    It's a good thought, and I use a similar approach for some of my reminders. In this case though there's no "first Monday" or similar options in the QWin scheduler engine so it won't quite work. The best

    you can do is to set up the next payment for the correct date with an annual repeat, and then after the reminder has triggered, edit the next occurrence to set the date correctly. It's a bit painful, but better than forgetting the bill.
    US Quicken Deluxe for Windows 2019 R18.16 on Windows 10 Pro v1809
  • GlennGlenn Member
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    I presently use 4 yearly entries, but since the amount changes each year, I have to (laboriously) find each of the 4 entries, and change the amount. Changing 4 entries is bad enough, trying to find them is worse.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    Unfortunate...at least QMac does have this feature, even QM2007....

    Now to get them both more updated to be more versatile.

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • splashersplasher SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    There is a "first Monday" in QW.  You would still need to do four different reminders since they aren't spaced evenly (every 3 months) though.

    image

    #1 (every 90 days) is the only one that you can not finagle your way around in QW without setting up explicit, non-repeating reminders.

    "Changing 4 entries is bad enough, trying to find them is worse."
    How many reminders do you have?  Surely the list isn't that long.
    -splasher  using Q since 1996 -  QW2016, 2017 & Subscription  -  Win7/Win10
    -Questions? Check out the  Quicken Windows FAQ list

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    thx clarifying

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • Dan GlynhamptonDan Glynhampton SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    Well blow me down, I couldn't see that first Monday option for looking :-(
    US Quicken Deluxe for Windows 2019 R18.16 on Windows 10 Pro v1809
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    Like Steve said, finding reminders shouldn't be hard. I believe all of the Bills features offer sorting by date or payee along with showing or filtering the account making the paymenf.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

     How many reminders do you have?  Surely the list isn't that long.
    Don't know about Dan but I have over 150 (not a typo).

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • GlennGlenn Member
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    Last night I discovered Manage Reminders, which isn't so obvious from the Home page that shows bills, but is more so from the Bills tab which I seldom had used (since I had it on the Home page).  Manage Reminders does make it easier to find them, because they can be sorted by Payee.

    How many reminders do I have?  85, at present... but I had to count them manually :(

    And the Manage Reminders doesn't allow sorting by account... it doesn't even show the account(s).
  • GlennGlenn Member
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    And I see the main area of Bills tab allows filtering by account, but that is not available on the Home page.   And I see Manage Reminders is available under "Options" on the home page reminder list.  So things are not as bad as I feared, but there is a distinct feeling of inconsistency here, in all these different interfaces.
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    Glenn, try one of the other views in Manage Bill and Income Reminders window. At least one of the views lists the account and/or allows filtering by account.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    Glenn said:

    I have the following actual repeating transactions that I cannot program accurately into quicken.

    1. Every 90 days
    2. Every 3 years
    3. 4 times a year:
        1st Monday in January
        1st Monday in March
        3rd Monday in August
        1st Monday in October

    Ok...so this thread has drifted off into a problem solving discussion not related to the original post. It really should have been taken to a new thread.

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • Rodrigo HssRodrigo Hss Member
    edited December 2016
    psobilo said:

    Do people really need to micro-manage their life so much that they need a reminder they bought coffee or paid a toll every day?  Consider the name of the screen: Income and Bill Reminder, not Income and Expense Reminder.  Just my opinion.

    I get paid daily as I run a website with subscriptions and they are deposited from VISA in a daily basis. I can' plan the future if I can't input those daily incomes.
  • edited October 2018
    I agree that reminder frequencies need more options.  I have a bill that has been a quarterly payment. They just informed us that it will now be every 4 months.  No way to accurately adjust frequency.  Need an option like a calendar recurrence... every XX months/weeks/days.
  • Dan GlynhamptonDan Glynhampton SuperUser ✭✭✭✭✭
    edited December 2016

    I agree that reminder frequencies need more options.  I have a bill that has been a quarterly payment. They just informed us that it will now be every 4 months.  No way to accurately adjust frequency.  Need an option like a calendar recurrence... every XX months/weeks/days.

    Susie, are you using Quicken for Windows or Mac. In the Windows version you can certainly set up a "repeat every four months" option, but I don't know about the MAC version.


    If you can't see how to set it up I can post some screenshots later to explain.
    US Quicken Deluxe for Windows 2019 R18.16 on Windows 10 Pro v1809
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