How to set a required minimum balance for an account
Shaun World
Member ✭✭
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.....
How or where do I set this?
Currently, I've edited the account name, to include.
Effective, but crude.....
Tagged:
2
Best Answer
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Tools > Alerts Center > Setup > Banking > Account min balances.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
6
Answers
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Tools > Alerts Center > Setup > Banking > Account min balances.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
6 -
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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