Bill Reminder Grouping

Rob Beck
Member ✭✭
I have all of my monthly bills and deposits set up in the Bill Reminders section. I have half of them set up for the 10th of the month and the other half set up for the 25th of the month.
There are a combined 30 different reminders each month.
Is there a way to group these reminders so I do not have to enter them each individually?
When I do the scheduled transaction group it only does specific transactions. I can not choose my bill reminders.
What do others do in the same situations? Thanks for your help!
There are a combined 30 different reminders each month.
Is there a way to group these reminders so I do not have to enter them each individually?
When I do the scheduled transaction group it only does specific transactions. I can not choose my bill reminders.
What do others do in the same situations? Thanks for your help!
Tagged:
0
Best Answer
-
For me, it depends on the reminder
If the reminder is for the same amount at each occurrence, I set the reminder to auto enter. For the reminders that vary with each occurrence, I edit the reminder instance, enter the reminder, and, if needed, schedule the payment on my financial institution's web site when I know the actual amount. For reminders it makes sense for me to group - like my 401(k) purchases - I use a transaction group.
I like being able to see the small clock icon in my Account Bar so I know which accounts have upcoming bills or income. I would not want to enter every reminder at once.
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list6
Answers
-
For me, it depends on the reminder
If the reminder is for the same amount at each occurrence, I set the reminder to auto enter. For the reminders that vary with each occurrence, I edit the reminder instance, enter the reminder, and, if needed, schedule the payment on my financial institution's web site when I know the actual amount. For reminders it makes sense for me to group - like my 401(k) purchases - I use a transaction group.
I like being able to see the small clock icon in my Account Bar so I know which accounts have upcoming bills or income. I would not want to enter every reminder at once.
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list6
This discussion has been closed.
Categories
- All Categories
- 6 Product Ideas
- 27 Announcements
- 181 Alerts, Online Banking & Known Product Issues
- 16 Product Alerts
- 718 Welcome to the Community!
- 599 Before you Buy
- 1.3K Product Ideas
- 49.5K Quicken Classic for Windows
- 15.3K Quicken Classic for Mac
- 982 Quicken Mobile
- 772 Quicken on the Web
- 72 Quicken LifeHub