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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
How would I create an Bill Minder Alert for Life Insurance taken via ACH Draft?
Doc1997
My wife and I, each have a Life Insurance premium taken out Monthly via ACH Draft. I have not found a way to track, not only the payment but the Face Value of the Policies as well. Any ideas.
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Scooterlam
You can setup a manual bill reminder for the monthly draft against your credit card or checking account. See image.
In terms of tracking the overall policy details, have a look at this thread ( I created / used an asset account).
https://community.quicken.com/discussion/7885282/tracking-life-insurance
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