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SS income reminder - how to setup 4th Wednesday of every month

Alan Devan
Member ✭✭
How do I create an income reminder on the calendar for SS at every nth Wednesday of the month?
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The trick is to know that if you select 1 through 4 on the month selection, you can change the last pulldown to a day of the week instead of just having a day of the month selection.
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(I'm always using the latest Quicken Windows Premier subscription version)
This is my website: http://www.quicknperlwiz.com/1 -
Hi @Alan Devan
1) Go to the "Bills & Income" tab.
2) On the top-left - make sure "View as" is set to "Calendar";
3) On the top-right - Click on the "Add" button and then "Income Reminder" in the drop-down menu;
4) In the "From" box start type in "Social Security" (if you already have that as an income source it should auto-complete);
5) Click "Next" and you'll see the following:
Fill in all the pertinent information in the fields - and don't forget the optional settings.
6) Click "Done" and that should do it.
Let me know if you have any followups.
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. -0
Answers
-
The trick is to know that if you select 1 through 4 on the month selection, you can change the last pulldown to a day of the week instead of just having a day of the month selection.
Signature:
(I'm always using the latest Quicken Windows Premier subscription version)
This is my website: http://www.quicknperlwiz.com/1 -
Hi @Alan Devan
1) Go to the "Bills & Income" tab.
2) On the top-left - make sure "View as" is set to "Calendar";
3) On the top-right - Click on the "Add" button and then "Income Reminder" in the drop-down menu;
4) In the "From" box start type in "Social Security" (if you already have that as an income source it should auto-complete);
5) Click "Next" and you'll see the following:
Fill in all the pertinent information in the fields - and don't forget the optional settings.
6) Click "Done" and that should do it.
Let me know if you have any followups.
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. -0 -
That did the trick. For some reason I didn't see how to change it to the 4th Wednesday of the month until follow the instructions from you all.
Thanks a bunch!!0 -
Alan Devan said:That did the trick. For some reason I didn't see how to change it to the 4th Wednesday of the month until follow the instructions from you all.
Thanks a bunch!!Signature:
(I'm always using the latest Quicken Windows Premier subscription version)
This is my website: http://www.quicknperlwiz.com/0 -
Thank you Chris_QPW I have been trying to figure out how to do the 4th Wednesday ever since I started getting SSI, Thanks for showing exactly how to do it. JB0