Setting dates in monthly Reminders [edited]

Ray A

Is there anyway to set up a custom reminder? ex. (3rd Wednesday of every month?)

volvogirl

Yes, Set up a schedule for a certain day of month like 3rd Wednesday for Social Security

Windows see…
https://community.quicken.com/discussion/7921346/set-up-a-recurring-transaction-on-the-2nd-wednesday-of-every-month

volvogirl

Yes, Set up a schedule for a certain day of month like 3rd Wednesday for Social Security

Windows see…
https://community.quicken.com/discussion/7921346/set-up-a-recurring-transaction-on-the-2nd-wednesday-of-every-month

Jim_Harman

When setting up or editing the Reminder, next to Due next on click on Change

Next to How often, pick Monthly every 1 month on the 3rd Wednesday

I edited the title of your post to describe the question

volvogirl

Don't know why my link isn't clickable above. But See this FAQ

FAQ: How to record Social Security Income & Customize Day of Month for Schedule

UKR

Nov 17, 2019

How do I set up a Scheduled Income Reminder for my Social Security Income?
If the payment arrives on, for example, the 3rd Wednesday of each month ...

WINDOWS:

Work your way into the "How often" selection from left to right, selecting Monthly, every 1 month, then scroll the "on the" selection list until you find 1st, 2nd, 3rd, 4th, then select "Wednesday" in the last selection list.

As to setting up the Split transaction detail, much depends on the categories you have available in your data file. Here's my setup. YMMV

MAC:

Work your way into the "Frequency" selection, select Monthly, and then click the arrow next to "Starting" to expand the view. Make your selection of 1st, 2nd, 3rd, 4th, then select the day of the week, such as "Wednesday". 

An example of a Split transaction detail in Mac:

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UKR

volvogirl

Jun 19, 2023

Don't know why my link isn't clickable above. But See this FAQ

https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-customize-day-of-month-for-schedule

It's easy, and I just fixed the link for you.
Highlight the URL. Once highlighted there will be a small popup with icons for bold face, italics and a link icon (2 linked rings). Click the link icon and CTRL-V paste into the URL box. Hit Enter. Done.

Ray A

Thanks everyone for the quick response. I appreciate the help.