State Farm Benefit Management Account

Miss Lynn

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.

Quicken_Tyka

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

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.

Quicken_Tyka

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

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.