State Farm Benefit Management Account

Miss Lynn
Quicken Windows Other Member ✭✭
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.
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Best Answers
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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
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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.
calc the interest and enter the transaction -can also create a monthly Reminder - where you calc the amount, and enter itOf course you should review it against the actual monthly transaction amount on your benefit website account.
0
Answers
-
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
~~~***~~~0 -
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.
calc the interest and enter the transaction -can also create a monthly Reminder - where you calc the amount, and enter itOf course you should review it against the actual monthly transaction amount on your benefit website account.
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