Bill and Income Reminders - Input a Payment > would like to see the current balance of bank account.

I have alot of account/registers.  It would be helpful when I'm entering the payment on the recurring bill to see the current balance that the bill will be paid from  to make sure I have fund to cover it.  

If it shows I don't have enough maybe allow me a quick link so I can transfer funds into the payment account (bank account).
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  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    I don't understand.  Why can't you simply look at the various Balance amounts at the bottom of the account register?
    It seems to me like what you're requesting already exists.


    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited April 27
    He is entering from the Bills and Income page, not the account register, although you can enter from the bottom of the register also. 

    But you can see all your account balances on the Account bar, which is normally at the left side of the screen.




    QWin Premier subscription
  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    BRETTB said:
    I have alot of account/registers.  It would be helpful when I'm entering the payment on the recurring bill to see the current balance that the bill will be paid from  to make sure I have fund to cover it.  

    If it shows I don't have enough maybe allow me a quick link so I can transfer funds into the payment account (bank account).
    Of course, the devil is in the details.  You are citing the current balance, but if the payment is being paid in three days or a week or a month, that current balance is not really relevant.  Nor is the ending balance.  What would really be needed is the projected balance for that date of payment.  I get generally concerned when users promote some 'simple' task that will end up confusing users that use the program in other ways.  I would fear that comparing to the current balance would mislead a different group of users. 

    My other consideration is that Quicken is a tool for financial management and responsibility.  It is not in itself a do-all package and should not be viewed as that.  In that context, IMO the user still bears the responsibility.  If that means checking through a lot of accounts to make sure the money is in the right place at the right time, so be it.  If that is too hard of a task, maybe fewer accounts is a wiser path to be on.     
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Another existing option is you can go to Tools > Alerts Center and set minimum balance alerts for your banking accounts. You can also set up a variety of other alerts such as when credit cards are approaching their credit limit.

    You can see these on the Alerts list and/or set them to alert you with a pop-up when you start Quicken if your current or future balance is below a set amount
    QWin Premier subscription
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Or, instead of using the Bills & Income tab to enter your payments, you could enter them from the Reminders tab at the bottom of each register. Then you will already be looking at the register when you enter the payment and the balance will be there.
    QWin Premier subscription
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