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Quicken Classic for Windows
Paying Bills, Online Billers & Reminders (Windows)
How to correct category of online bill
karensc7
How can I edit a linked online bill's category? Our RCN bill is showing up as Phone and I can't figure out where to change it. I don't want to have to change it manually every month to the correct category. Seems to defeat the purpose of having it linked. Is there a way that I can't find? The only Actions are password or remove under Manage Online Billers.
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Quicken Jade
Hi
@karensc7
, I'm sorry to hear that you're experiencing this issue. If the bill is linked to a reminder, you can change the category by going to Tools > Manage Bill & Income Reminders > Select Bill > Click Edit > Edit this Instance & all future instances > then you can change the category under details. However, if this bill is not linked to a reminder then you can go to Tools > Memorized Payee List > Select the Bill > edit > change category. I hope this helps!
- Quicken Jade
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Quicken Jade
Hi
@karensc7
, I'm sorry to hear that you're experiencing this issue. If the bill is linked to a reminder, you can change the category by going to Tools > Manage Bill & Income Reminders > Select Bill > Click Edit > Edit this Instance & all future instances > then you can change the category under details. However, if this bill is not linked to a reminder then you can go to Tools > Memorized Payee List > Select the Bill > edit > change category. I hope this helps!
- Quicken Jade
karensc7
Thank you so much, Jade! (For whatever reason, I can't tag you...) That was super helpful and something I didn't know existed. Only a month in, so I'm sure there is much to learn ahead of me.
Happy New Year!
Quicken Jade
You're very welcome
@karensc7
, I'm glad to be of help! I'd definitely recommend looking in our community more and even our YouTube channel to learn more. Happy New Year!
- Quicken Jade
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