State Farm Benefit Management Account

Miss Lynn
Miss Lynn Quicken Windows Other Member ✭✭
edited May 2022 in Errors and Troubleshooting (Quicken on the Web)
So State Farm Benefit Management account gets 4.5% interest (old acct) Because State Farm doesn't allow for online transactions with these this type of account, I will need to do it manually. How do I tell Quicken the first of each month to add 4.5% so I don't have to do it manually.

Best Answers

  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Answer ✓
    Hello @Miss Lynn

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

    This type of feature is currently not available, I apologize for not having better news. Depending on the situation and how consistent the balance of the account is, you may be able to schedule a reminder to help save time.

    To learn about creating a bill reminder, please see the information available here. 

    I hope this helps!

    -Quicken Tyka
    ~~~***~~~
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    Answer ✓
    Miss Lynn said:  How do I tell Quicken the first of each month to add 4.5% so I don't have to do it manually.
    You have to do it manually....  
    calc the interest and enter the transaction -
    can also create a monthly Reminder - where you calc the amount, and enter it
    Of course you should review it against the actual monthly transaction amount on your benefit website account.


Answers

  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Answer ✓
    Hello @Miss Lynn

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

    This type of feature is currently not available, I apologize for not having better news. Depending on the situation and how consistent the balance of the account is, you may be able to schedule a reminder to help save time.

    To learn about creating a bill reminder, please see the information available here. 

    I hope this helps!

    -Quicken Tyka
    ~~~***~~~
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    Answer ✓
    Miss Lynn said:  How do I tell Quicken the first of each month to add 4.5% so I don't have to do it manually.
    You have to do it manually....  
    calc the interest and enter the transaction -
    can also create a monthly Reminder - where you calc the amount, and enter it
    Of course you should review it against the actual monthly transaction amount on your benefit website account.


This discussion has been closed.

Categories