How do i enter a recurring transaction?

dbuzby

I'm trying to enter a recurring transaction in an account register. I've read all the "how to" notes that instruct you to select "schedule" and then enter the recurring details. My problem is I cannot find the "schedule" option either in the date field in the transaction, or at the bottom of the page as all the instructions say it should be located. I'm using Quicken 2018 for PCs. I'm not trying to create a recurring bill-pay, just to have the transaction show up in my register every month.

Chris_QPW

I'm not sure where you are seeing "schedule" because the term was changed years ago to a "reminder".

There are various ways to setup reminders in Quicken.

If you have a transaction in a register that you would like to setup as a reminder right click on that transaction and select Add reminder.

To setup a reminder from scratch select: Tools -> Manage Bills & Income Reminders (or just Ctrl+J).  This is also the same as going to the Bills & Income tab and selecting Manage Manual Bills and Income.

Chris_QPW

I'm not sure where you are seeing "schedule" because the term was changed years ago to a "reminder".

There are various ways to setup reminders in Quicken.

If you have a transaction in a register that you would like to setup as a reminder right click on that transaction and select Add reminder.

To setup a reminder from scratch select: Tools -> Manage Bills & Income Reminders (or just Ctrl+J).  This is also the same as going to the Bills & Income tab and selecting Manage Manual Bills and Income.

dbuzby

Ok, thank you.