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Not all reminders are showing in the budget "actual" transactions screen for future months

DennisD

I have four accounts that I have set up in my budget as "TO" transfers where I have reminders set up. For some reason, future months transactions to not appear in the "actual" columns of the budget. I have other accounts set up the same way that do show future months transactions. Any ideas why I cannot get these four to work correctly?

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UKR

In the Budget view click Budget Actions and Select accounts. Are these accounts included in the list of selected accounts?

Are the reminders all created the same way, as Transfer Reminders with the correct From and To accounts specified? A regular expense reminder with a category = [to account name] may not work the same.

DennisD

All of the accounts are included in the list of selected accounts. I believe all of the reminders were created the same way. One note, it is just reminders where there are split expenses/accounts in the reminders that I'm seeing this happening.

DennisD

An update. After talking with Quicken support, it appears that if I want to show future reminders in the actuals columns of the budget, I need a transfer reminder and a bill reminder. This doesn't really reflect the reality of say a mortgage or a HELOC transaction when the transaction involves the account (principal) and an expense (mortgage interest). I've added this as a software improvement suggestion.

GeoffG

DennisD said:

An update. After talking with Quicken support, it appears that if I want to show future reminders in the actuals columns of the budget, I need a transfer reminder and a bill reminder. This doesn't really reflect the reality of say a mortgage or a HELOC transaction when the transaction involves the account (principal) and an expense (mortgage interest). I've added this as a software improvement suggestion.

Actually, this is reality from a strictly financial sense. When you pay down principal, you are transferring principal to equity. The only actual expense is the mortgage interest. Paying down principal is not an expense.