Home Quicken for Windows Product Ideas - Quicken for Windows Manage Accounts and Transactions (Windows)

Bill Reminder - Columns need add'l fields to avoid confusion

When I look at some reminders where the payee is the same company for instance.
1. Have many properties and paying property taxes where the payee is all the same - can't when of the bill reminders goes to that property.
2. Same issue when paying utilities, maybe multiple credit cards to the same payee.

So what like to see is allowing us to add the following fields to the screen if we choose: Memo, Notes and the bank account. The bank account field shows on on of the tabs but not the other.

Thanks

Brett
3
3 votes

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Comments

  • UKRUKR SuperUser ✭✭✭✭✭
    Until there's a solution to this issue, how about creating distinct Payee Names for each property, e.g.,
    • ACME Insurance {1313 Elm St}
    • ACME Insurance {1315 Elm St}
    • etc.
    Adding text surrounded by {squiggly brackets} to the Payee Name makes it unique everywhere in Quicken. However, if you print checks with Quicken, this text will not print in the "Pay to the order of" field, so you still need a proper Memo field.

    If you are using the Bill and Income Reminders view in a customized page under the Home tab you can add the bank account name to the columns of the view. To do so click the gear icon in the view and select "Show accounts in Bills list".
    Adding the Memo field to this view would be a good idea.
    A similar idea has been asked here before, but it is asking about the more modern view under the Bills and Income tab.
    https://community.quicken.com/discussion/7837497/program-change-suggestion-update-bill-reminder

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  • BRETTBBRETTB Member ✭✭
    Thanks for the work around. It will help a lot.

    I would like to see the ability to add add'l columns like the registers so one can sort, group, filter them if one has a lot of reminders.
  • BRETTBBRETTB Member ✭✭
    Also Need a way to see without clicking on scheduled transaction is on auto. Add another column. Showing when it will be automatically entered. Like 1 day or two days, etc.
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