How do I schedule recurring payments?

paul12

Scheduling recurring payments changed when I went to Quicken 2019, and I'm uncertain how to do it properly. Is there a tutorial I can use?

Paul

RickO

Once you have the reminder/scheduled transaction set up, you can make the reminder be automatically entered on the due date. You do this by clicking the three dot icon on the Bill & Income tab and Edit Schedule. There's a check box to automatically enter. However, no bill payment will be sent automatically. It will still take intervention on your part.

Most banks, however, will let you set up an automatic recurring payment on their website. The resulting transaction would then match to your reminder transaction in Quicken when you download. You might want to look into that.

RickO

Click the Help menu in Quicken and type "scheduled" in the search field. Wait a few seconds for the help topics to populate and click one.

paul12

Rick -

Thanks for you answer, but that only creates a reminder. What I want, and was able to do previously, is to instruct the bank to send out the same check every month without any action from me.

Can you advise?

Paul

RickO

Once you have the reminder/scheduled transaction set up, you can make the reminder be automatically entered on the due date. You do this by clicking the three dot icon on the Bill & Income tab and Edit Schedule. There's a check box to automatically enter. However, no bill payment will be sent automatically. It will still take intervention on your part.

Most banks, however, will let you set up an automatic recurring payment on their website. The resulting transaction would then match to your reminder transaction in Quicken when you download. You might want to look into that.