Use reconciled statement balance when setting up transfer reminder for monthly credit card payments

Surrounding the use of transfer reminders for paying a credit card account from a checking account, please create a feature in the Amount Due field on the Add/Edit Transfer Reminder dialog that would allow users to select the reconciled statement balance of the credit card account.
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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited May 25
    My credit card bills are set up as manual Online Payment reminders (not online bills). In the reminder settings, you can click on Estimate amount for me and one of the choices is Current credit card balance. Is this what you are looking for?

    I don't use this option, because shortly after a payment the balance is low and that throws off Quicken's projected balances. Also by the time the bill comes in, there are generally additional charges, and I would need to adjust the amount because I don't want to pay more than is due.

    I find that having Quicken estimate the amount using the average of the past 3 payments is usually pretty close, and I enter the actual amount due when making the payment.
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