How can I get a rental payment received to Auto Enter into the register on the specified date?

The rent information is set up in the TENANT DETAILS .... the item appears as a REMINDER in the Manage Bills display, but I can't find a way for it to AUTO ENTER into the register.
Also, how can I specify the CATEGORY to assign to my recurring rental income ? Win 10 Quicken Home and Business Rental Property Subscription

Answers

  • Quicken_Julio
    Quicken_Julio Employee, Windows Beta, Mac Beta, Canada Beta mod
    Hi @Bert Davis,

    Thanks for taking the time to post to our Community.

    What type of Payment Reminder is generated? (Ex: Loan, Income Transfer, etc.)

    In the Bills & Income tab, you should be able to hit Edit to the right of the Reminder and see a window similar to the one below.


    Categories, Tags and Memos can be chosen in the Details area of this window.

    By clicking on Optional Settings, you have the ability to choose when this can be auto-entered into your Register as well.

    Please feel free to respond to this thread with any additional questions or concerns.
    Best,
    JV
This discussion has been closed.