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Provide a way to duplicate reminders

Rocket J Squirrel

I often find it necessary to create a new reminder (repeating scheduled transaction) by slightly modifying an existing one.

There is currently no easy way to do this in QWin. One must create a whole new reminder from scratch. This takes minutes when it could take seconds with the appropriate feature enhancement.

I'd like to see a "Duplicate Reminder" function in the Reminders window or a "Save As New" button in the Edit Reminder dialogs.

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Scheduled Transactions

Windows

Reviewed

Status: Reviewed

Comments

Dan Glynhampton

A good idea, I've added a vote.

As a workaround in the meantime, if there is already a transaction in the register with contents close to the reminder that I want, what I do is right click that transaction and then "Add Reminder" from the pop up menu. That opens the add reminder window pre-populated with the transaction's details which can be modified and saved as a new reminder.

Rocket J Squirrel

Yes, I'm aware of creating a reminder from an existing transaction. What sparked my post was the fact that it took me 1/2 hour to update my estimated tax payments based on the new federal and CA schedules. I had to create new reminders from scratch when it would have been much easier and faster to duplicate them.

UKR

Just out of curiosity ... what new transactions did you have to create to set up estimated tax payments based on the new federal and CA schedules?

Since I don't have any of these payments to make, I didn't follow up, but I can imagine there are others in the same boat as you ...

So, to help these folks, can you show us the new reminders, please?
Oh, and is that going to be for just this year or will that carry over into the future and might need a permanent change to be applied to the reminders frequency for estimated tax payments?

Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows#latest

Rocket J Squirrel

Sure. There are several distinct problems.

Federal payment #1 is now due in July instead of April, after payment #2 in June. So the "estimated tax" reminder frequency is inaccurate for tax year 2020.
CA has only 3 annual payments, so "estimated tax" frequency has never worked. (There is no payment #3, only 1, 2, and 4. Go figure.)
CA payment #1 is now due in July instead of April on the same date as payment #2.

And after correcting these dates for 2020, I wanted the normal estimated tax frequency to resume. So here's what I ended up with. Notice the "only once" reminders followed by normal reminders. The normal reminders for TY2021 have $0.00 amounts for now because I don't know what they'll be yet.

UKR

Yuck! It's amazing the side effects a virus can have ...

Maybe what we need (preferably in a hurry), for both Q Mac and Windows, is a new Reminder Frequency.

Instead of or in addition to

Image: https://us.v-cdn.net/6031128/uploads/editor/ml/lnkok663iy79.png

let's add a new frequency

How often: [on these days] [xx/xx/xxxx] [xx/xx/xxxx] [xx/xx/xxxx] ...

with 4, 6, 10 or 12 user specifiable dates.
Just like the estimated tax reminder, this reminder runs on only the specified dates and then stops without deleting itself, ready for next year and a new set of dates.

What do you think?

Rocket J Squirrel

I still think I want the ability to duplicate reminders. You can see how many nearly-identical reminders I ended up with. There's a lot of typing and clicking to create each one. This task would have taken 5 minutes instead of 30 if I could have just duplicated them.

There's nothing wrong with your suggestion. The more reminder options, the better.

Rocket J Squirrel

UKR said:

let's add a new frequency
How often: [on these days] [xx/xx/xxxx] [xx/xx/xxxx] [xx/xx/xxxx] ...
with 4, 6, 10 or 12 user specifiable dates.

Actually, there is something wrong with your suggestion, @UKR . It doesn't work for California. There are 3 payments and payment #2 is a different amount than the others. So we in CA are kind of stuck with 3 annual reminders (or 1 "twice a year" reminder and 1 different one).

Being able to duplicate reminders solves the general case, where adding more frequencies solves specific cases and may be subject to change as we've seen this year.

UKR

Oh, OK, how about ...

How often: [on these days]
1: [xx/xx/xxxx] [amount]
2: [xx/xx/xxxx] [amount]
3: [xx/xx/xxxx] [amount]
...
12: [xx/xx/xxxx] [amount]

Quicken Anja

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request.

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

Rocket J Squirrel

I still want the idea as originally specified.

UKR

Rocket J Squirrel said:

I still want the idea as originally specified.

Me too!

Rocket J Squirrel

UKR said:

Rocket J Squirrel said:

I still want the idea as originally specified.

Me too!

Me too again!

golfbad

I am not sure this is similar to my concern but here goes. I have used quicken since 1989. Some time(s) during that I was able to enter a transaction (not necessarily a bill) and have it repeat in future periods (m0nth semi etc.) I used to use that for instance when I received a bill but I was not using the Quicken checkwriting. Do I would enter into a separate account (i.e.) utility bills. That was especially useful when paying budget bills. Sometime in the last few years this ability has been hidden, or closed. Now all i can get is a reminder, but I must create the transaction over (Which used to contain all the data and accounts that I needed) and I could just change the numbers

Anywai I now have the same type problem where I want to enter a transaction in one month (or as a correction for one) but then pay in another. The transaction (or transactions) would go to a "holding" account and then be cleared out later.

I AGREE we need to be able to include the actual transaction as part of the reminder with the old Enter, Edit, skip opportunity.