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!
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Best Answer
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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
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