Reminders for Monthly Investment Income and Qtrly Management Fees

williamspl
Quicken Windows Subscription Member ✭✭
I currently have some reminders setup in Quicken for Investment monthly income and also qtrly Management fees.
I am now switching from BOA Bill Pay to Quicken Bill Pay.
How do I prevent these reminders from showing as a bill in Quicken Bills?
Thanks!
I use Win10 Quicken Premier
I am now switching from BOA Bill Pay to Quicken Bill Pay.
How do I prevent these reminders from showing as a bill in Quicken Bills?
Thanks!
I use Win10 Quicken Premier
0
Comments
-
Are these reminders linked to an Online Biller?
If so, unlink them so they become "regular" reminders.
0 -
They are not linked to online bill0
-
With the new Bill Mgr I'm thinking now that I should stop using reminders for Interest Income, Mgt Fees and other non payment reminders to keep my Bills & income area clean.
Your thought?0 -
Do these transactions download from your brokerage whenever they have been posted by the broker?
In that case, you might not need a Scheduled Reminder and you can simply delete it.
From the Bills, Income & Transfers view select the reminder, click the "▼" button on its line and then select "Delete this instance and all future instances"
0 -
But the reminder helps me to get a consistent register entry with the correct category.0
This discussion has been closed.
Categories
- All Categories
- 11 Product Ideas
- 27 Announcements
- 181 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 724 Welcome to the Community!
- 602 Before you Buy
- 1.1K Product Ideas
- 49.7K Quicken Classic for Windows
- 15.4K Quicken Classic for Mac
- 983 Quicken Mobile
- 772 Quicken on the Web
- 73 Quicken LifeHub