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Quicken Classic for Windows
Registers & Transactions (Windows)
How to set a required minimum balance for an account
Shaun World
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.....
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Rocket J Squirrel
Tools > Alerts Center > Setup > Banking > Account min balances.
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Rocket J Squirrel
Tools > Alerts Center > Setup > Banking > Account min balances.
UKR
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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