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Writing checks to pay a bill

When I am writing checks, I am often presented with a dialog "Is this the next scheduled payment to ...".  Inevitably, Quicken identifies the wrong payee and payment.  Sometimes I get this dialog for multiple incorrect payees.

Desired Outcome.  Either eliminate this dialog completely or identify the correct payee and payment.








Been using Quicken (and TurboTax) since DOS days in 1990s.
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2 votes

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Comments

  • jujujuju
    jujujuju Member ✭✭
    Can I give one vote for every time this ridiculous dialog has popped up?
  • UKR
    UKR SuperUser ✭✭✭✭✭
    jujujuju said:
    Can I give one vote for every time this ridiculous dialog has popped up?

    You can try ... :smiley:
    Actually, since you're working with Scheduled reminders, I'd rather you used the Checking account's register directly to record scheduled reminders and turn them into "Print" transactions.
    You can do so by
    • setting the register to show future dated reminders as if they were register transactions already, or
    • using the register's Scheduled Bill and Income Reminders tab at the bottom to work with these reminders
    After all reminders have been executed go into the Write and Print Checks dialog. The checks should all be there, waiting for you to review and start the Print Checks process.

  • jujujuju
    jujujuju Member ✭✭
    UKR - are you really a superuser?

    I have well over 100 Reminders set up involving dozens of accounts. I look at my reminders all together, sorted by date. I am not going to bounce around dozens of accounts looking for reminders every day, even if you would rather that I did.

    I also don't print checks.

    It is curious if, as you suggest, these alternative methods of entering a Scheduled Transaction doesn't bring up that idiotic (as in being correct only once in a thousand instances) dialog box.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    jujujuju said:
    UKR - are you really a superuser?

    I have well over 100 Reminders set up involving dozens of accounts. I look at my reminders all together, sorted by date. I am not going to bounce around dozens of accounts looking for reminders every day, even if you would rather that I did.

    I also don't print checks.

    It is curious if, as you suggest, these alternative methods of entering a Scheduled Transaction doesn't bring up that idiotic (as in being correct only once in a thousand instances) dialog box.
    Well, forgive me for assuming that "writing checks" meant that you also planned to print them with Quicken.
    AFAIK, the "next scheduled ..." popup only appears when you start a new register transaction and select a Payee Name for whom a scheduled reminder exists. Quicken wants to know if you want to pay the next instance of the reminder or if you're trying to make an extra payment, not using the reminder.
    The same process, i.e., create a register transaction directly from a scheduled reminder,  applies to using other methods, too. You can use the "Bill and Income Reminders" view, added to the Home tab. You can use Tools / Manage Bill and Income Reminders. You can use the two views available from the Bills & Income tab. Either way should bypass the popup message.

    If, however you're doing it, the popup insists on appearing and gives incorrect results, please do the following:
    1. If you haven't rebooted Windows since you installed the latest software update, please do so now and then try Quicken again.
      Still not working?
      Let's do some "Troubleshooting 101" to ensure the Quicken software is installed and updated properly and that your data file is in good working order.
      Please perform all the steps in this document in the order specified:
      Troubleshooting 101 - Fixing Software Installation and Data File Problems
    2. Put your evidence together and submit it to the Community
      Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?

      https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

      https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

      Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.






  • jujujuju
    jujujuju Member ✭✭
    You may be correct that it only pops up when entering a new it em directly in the register. But you are incorrect "Quicken wants to know if you want to pay the next instance of the reminder or if you're trying to make an extra payment, not using the reminder."

    I enter in the register a payment to Joe Blow, and I get a dozen pop u p windows in a row asking if the is scheduled payment for OJ Simpson? no, how about Hoss Cartwright? no, how about Abraham Lincoln? no? how about . . . (all of which are scheduled items, but not for Joe Blow).

    No further proof will be forthcoming from me. This is a well know issue.
  • Phil Burton
    Phil Burton Member ✭✭✭
    If this issue is well known, then I as the OP see no reason to submit further proof.  I don't see any benefit to piling on.  It's up to the software engineers to fix this issue.
    Been using Quicken (and TurboTax) since DOS days in 1990s.
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