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Recurring transaction

How do I set up a recurring, monthly, transaction in Quicken Home?
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Best Answer
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Frankx SuperUser ✭✭✭✭✭
Hi @DATKINSON2715,
To setup a recurring monthly transaction -
1) Go to "Tools" > "Manage Bill and Income Reminders"
2) At the very top of the screen on the left hand side - click the little arrow next to "Add"
3) Select the type of reminder you want to setup (Bill, Income, Transfer, Invoice, or Scheduled Transaction Group)
4) Make appropriate selections and provide input on the following screens.
Let us know how this goes.
Frankx
Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20 - Windows 10 Home - Ver. 2004
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5
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Answers
To setup a recurring monthly transaction -
1) Go to "Tools" > "Manage Bill and Income Reminders"
2) At the very top of the screen on the left hand side - click the little arrow next to "Add"
3) Select the type of reminder you want to setup (Bill, Income, Transfer, Invoice, or Scheduled Transaction Group)
4) Make appropriate selections and provide input on the following screens.
Let us know how this goes.
Frankx
Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20 - Windows 10 Home - Ver. 2004- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -