Use Matching Payee To Estimate Bill Amount for Bill Reminder

Question

I'm trying to use the 'Estimate Amount for me' in the reminder for the bill. It only recognizes the transactions that originate from the 'Bill Pay' module in Quicken, so I am not able to use this function since I'm only paid using Quicken bill pay for 6 months. However, I have 12+ downloaded transactions with the same Payee, since I used to pay this bill straight from my checking account. I'd like Quicken to recognize the matching payee to make use of the 'Estimate Amount for me' function.

UKR · Answer

Are all previous payments made to the exact same payee name AND in the same bank account register?

Sherlock · Answer

If you want to use Time of Year to estimate the amount, I suggest you use last year's transaction as a template:  right-click on the transaction in the register from last year and select Add reminder

JKurka · Answer

If the limit is 6 for the 'previous' option, then I'd like to use the 'Time of Year' option. I have payments dating to January of last year, but Quicken isn't recognizing the payee as being the same.