Reminders for Monthly Investment Income and Qtrly Management Fees

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williamspl
williamspl Member ✭✭
edited December 2022 in Paying Bills, Online Billers & Reminders (Windows)
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
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  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Are these reminders linked to an Online Biller?
    If so, unlink them so they become "regular" reminders.
  • williamspl
    williamspl Member ✭✭
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    They are not linked to online bill
  • williamspl
    williamspl Member ✭✭
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    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?
  • UKR
    UKR SuperUser ✭✭✭✭✭
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    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"
  • williamspl
    williamspl Member ✭✭
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    But the reminder helps me to get a consistent register entry with the correct category.
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