How to set a required minimum balance for an account

A number of my accounts require minimum account balances, (all different), otherwise a charge for the service I use is made.

How or where do I set this?
Currently, I've edited the account name, to include.
Effective, but crude.....

Best Answer


  • UKR
    UKR SuperUser ✭✭✭✭✭
    Actually, the following has always been available in Quicken for Windows:
    Set Alerts for Min. / Max Balances.
    • In the Home view that you use, add the Alerts view.
    • Once added, set up / customize the Alert settings.
    • In the Banking section enable the Minimum Balance for each account
    • Choose how to display an Alert: As text message in the Alerts panel in Home tab or as urgent popup message
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