current credit card balance option missing

Sadiebird
Sadiebird Quicken Windows Subscription Member ✭✭
When setting up a new bill reminder, the "current credit card balance" option under "estimate balance" is missing. It appears for older credit card bill reminders that I've set up in the past, but does not appear when I set up a new bill reminder.

Best Answer

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    First, Quicken has to know this is a transfer to your credit card account. You can make it a transfer reminder or a bill reminder, your choice. In the bill reminder, use [Credit Card Account Name] as the Category. Once you have specified the destination, Quicken will notice it's a credit card and add the menu item you want.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

Answers

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    First, Quicken has to know this is a transfer to your credit card account. You can make it a transfer reminder or a bill reminder, your choice. In the bill reminder, use [Credit Card Account Name] as the Category. Once you have specified the destination, Quicken will notice it's a credit card and add the menu item you want.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • Sadiebird
    Sadiebird Quicken Windows Subscription Member ✭✭
    Thank you! That fixed it!
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