Bill reminders and Investments

QuickPeter

I just wanted to check that we can't use the Bill reminder function (scheduled transactions) in Investments?

I wanted to use it to pay the Quarterly fee to Vanguard. QuickPeter

Quicken_Tyka

Hello @QuickPeter

Thank you for taking the time to visit the Community to ask your question, although I apologize that you have not received a response.

You may create a scheduled "payment/deposit" transaction to make a payment, I have demonstrated this below.




However, there is no option to create a scheduled transaction using the investment transaction types.

I hope this helps!

-Quicken Tyka

QuickPeter

Quicken_Tyka, I've just seen your reply to my query.

Thanks very much for that advice and confirmation.   I'm sorry it's taken so long to get back to you.

QuickPeter