Display bills and reminders

Dale99

One my credit cards I have set up in quicken shows a reading pane at the bottom of the register to see bills and reminders, however my main bank account does not and I can figure out how to get that to show up. I do not want the bills and reminders to be in my register I just want them to show up at the bottom like previous versions of Quicken has done and one of my accounts does.

UKR

The Bill and Income Reminders tab and the Downloaded Transactions tab do not show at the bottom of the register if the account has been set to "automatically accept downloaded transactions into your register".

Where are the "Auto-accept downloaded transaction" settings?

There are two places where this is controlled in Quicken for Windows:
 - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
 - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.

Frankx

Hi @Dale99,

Take a look at the below picture - It should show up at the bottom of each register and if you click on the arrow in the red circle, it should open up the reminders.  Let me know how this goes.

Frankx

Dale99

I already though of that. That arrow doesn't show up on any of the accounts accept for the one.

Frankx

For the accounts that don't have those tabs at the bottom - are they set-up for download or not?

Dale99

none of my accounts are set up to download and I doublechecked that to be sure.

Frankx

I believe that is the reason that the window doesn't appear at the bottom.  Typically there are 2 tabs that can appear at the bottom of an account register screen, namely "Downloaded Transactions" and "Bill and Income Reminders" (3 tabs for investment accounts with the extra tab being Placeholder Entries").  It is possible that for the one for which you see a tab - you have a set-up a reminder.

Frankx

Dale99

Do you mean a bill reminder? I actually have reminders set up on all of my accounts because there are bills that are scheduled in all of them.

Frankx

Hi @Dale99,

I think you said there was one account where you could see tabs below the account register. For which type of account are you seeing the tab at the bottom - is it a checking account, a credit card account, or some other type?

Frankx

Dale99

It's a credit card account. I have 4 credit card accounts and three bank accounts listed in quicken and only the one credit card account shows the tabs under the register.

Frankx

If you have set-up bill or income reminders for those accounts, then there should be a tab at the bottom of each register where such a future transaction is set-up.

Which versions of both Quicken and Windows are you using?  Are those both up to date?

Dale99

I am using Windows 10 and it is up to date. I am also using the latest version of Quicken, I have a membership, before I posted this I went in and check to see if there was any updates and it said that it is up to date.

UKR

The Bill and Income Reminders tab and the Downloaded Transactions tab do not show at the bottom of the register if the account has been set to "automatically accept downloaded transactions into your register".

Where are the "Auto-accept downloaded transaction" settings?

There are two places where this is controlled in Quicken for Windows:
 - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
 - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.

Dale99

That did it. Thanks a bunch