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

Alan Devan

How do I create an income reminder on the calendar for SS at every nth Wednesday of the month?

Chris_QPW

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.

Frankx

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

Chris_QPW

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.

Frankx

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

Alan Devan

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!!

Chris_QPW

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!!

It surprised me too the first time someone pointed it out.  When you start out the day selected is the current date, and unless you are lucky enough to do it on a 1st through the 4th you will never see the day of the week selection (just "Day" that you can't change).  And it is certainly not obvious that selecting one through 4 is going to magically make it appear.

jlbergie

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. JB