Is there a way to use existing transactions posted to Quicken to autofill the Bills & Income tab?

Janet M

I created a new file for my banking and credit cards. The prior one was too cumbersome and out of balance, so I started fresh. Can I autofill Bills & Income based on my historic spending as shown on my bank and credit cards? There is about six months of data on the new account. Or do I have to enter each item one by one?

UKR

If you have transactions in your register which are properly named and categorized already, you can create Scheduled Reminders from these transactions.
Right-click one of these register transactions and select "Add reminder" from the popup menu.

mshiggins

There is an automation for finding transactions that could be reminders. Go to menu Tools | Manage Bill & Income Reminders. In the Bill and Income Reminders window, click Options | Suggest Reminders | Suggest Reminders Based On My Past Activity.

Janet M

Thank you for the suggestion. However, the response was a pop up window that says "Quicken did not find any recurring transactions other than the ones you already have scheduled". So it didn't accomplish what I wanted. I know I can enter them into the Bills/Bills & Income tab, but was hoping to avoid all that manual entry.