Account Column in All Bills & Deposits tab [edited]
Mike Duncan
Member ✭✭
Many of us pay recurring bills on a credit card. When there is an issue with a particular credit card account and the bank issues you a new card, there needs to be a way to determine which bills need to be updated with the new credit card information. If you have created Bill Reminders, then it should be easy to determine which ones are associated with a particular credit card account.
I am suggesting that the All Bills & Deposit tab of the Bill and Income Reminders display include a column for Account used. If the display can be sorted by this new column, then it will be easy to see which Bills are being paid by a particular credit card.
I am suggesting that the All Bills & Deposit tab of the Bill and Income Reminders display include a column for Account used. If the display can be sorted by this new column, then it will be easy to see which Bills are being paid by a particular credit card.
Regards, Mike Duncan
5

Comments
And then there is go to the BILLS tab -> Bill Reminders, List, and select up to 12 months.
Another idea is to go to the account, and you can click on the clock icon to show up to a year of reminders.
I think that would be a useful column to have in the All Bills and Deposits tab.
In addition to the user story you presented, I think this would be a good feature to have available at a glance in All Bills and Deposits. Every so often, I go over my reminders and ensure that all the information is current, including payment account, websites, payment dates, and lead-times. A single view is useful.
I just went through this same task of switching over an old card number to a new one. I ended up clicking into each reminder (21 of them), under All Bills and Deposits and inspecting the payment information I keep current. When I found the old card, I clicked on Go to goto that vendor's website to make a change then went back and updated account information. It didn't take too long for 21 accounts.
There are a few options for filtering reminders by account - but only for a particular month....
1. Under Monthly Bills & Deposits, account infromation is displayed. Of course, it would force you to scroll through to find that "every 6mo" or "every year" kind of payment frequency. See image 1.
2. Likewise, in the stack view, you also can filter on accounts. But again, only for a particular month. See image 2.
Good idea, you got my vote!
Scott
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I often rely on this column for several things but one of them is to identify when I create a scheduled transaction/bill reminder with the wrong account.
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(Canadian Q user since '92, STILL using QM2007)
An issue with reminders needing to be changed only occurs if you create a new Quicken account register for your new credit card.
However, since access to your credit card account for downloading transactions is by logon ID and password, not by account number and therefore it's all one bucket ...
once your new credit card has been issued you can simply deactivate the old credit card account and then reactivate it, LINKing the new account found to the existing Quicken account register. That avoids having to change a number of scheduled reminders, but the process of reactivation will most likely download 90 days of transactions again which you'll have to muddle through.
-also older versions as needed for testing
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It in fact doesn't have to do with Quicken at all.
Let's say you have 10 reoccurring bills paid by a given credit card, and for some reason the card number needs to be changed.
What you need to know/do it log into those 10 sites where you used that credit card, and update the credit card information.
So how do you remember all the sites that you need to update?
Well if you have scheduled them all in Quicken then just looking at your scheduled reminders for that credit card tells you all the sites that you have to go to and update.
Most of of these are totally worthless.
But there’s no column showing which account a bill is to be paid from, (or income is to be credited to). So that you can quickly see that reminders are set up properly for budget calculation purposes.
This is particularly frustrating since if you enter a scheduled transaction in the bills tab, but change the account you pay it from on that occasion, it automatically changes it for all future reminders, (and thus, destroys the budget for that account).
Example. I schedule a recurring transaction to be paid from my checking account. (My main account for bills and income). But on a particular occasion I decide to pay that bill with a credit card, instead of directly from my checking account. Now all future reminders get “reset” to pay with that credit card, I only intended to use for that bill one time.
If if I don’t remember to go back into bills and reminders, and change the default account back to checking, then I can easily forget that that change automatically happened. I can’t go into the bill and reminder tab and just scroll down the hundreds of scheduled transactions I have to look at a column to see everything is scheduled to be paid from the correct account, to remind me my schedule is messed up. And the “projected balance” for my checking account will show that I will have a lot of extra money that I don’t really have, because the amount for that recurring transaction is no longer being deducted from the checking account. It’s now being forecast to deduct from a credit card account I only intended to use one time.
Premier on Windows 10
In your example, to avoid editing the reminder, I would enter the reminder and then edit or move the transaction appropriately.
Premier on Windows 10
Better still, let the displayed columns in Bill and Income Reminders window be an option to select what columns to display and make all relevant choices available.
Thank you for taking the time to visit the Community to post your question, although I apologize that this feature isn't currently offered.
I have moved your post to the ongoing Idea thread to add the ability to include an account column in the bills and income screen.
Be sure to navigate to the top of this post and click the up arrow to add your vote!
This Idea has been marked as "Planned" meaning that this is planned to be implemented in the future, however, I am unable to provide an ETA.
Thank you,
-Quicken Tyka