Repeating online transaction tab is gone

jimkaloyanides1
jimkaloyanides1 Quicken Windows Subscription Member ✭✭

The repeating on line transaction tab is gone from the scheduled payments. Manage online bills only has two tabs and and the scheduled bill pays have disappeared.

Best Answer

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    If your bank (the one that runs your checking account) recently required you to reauthorize your checking account or your bank has changed from "Direct Connect" to either "Express Web Connect" or "Express Web Connect+" you can no longer use Online Bill Pay direct to the bank or Quicken Bill Manager's Quick Pay function. The bank no longer supports this function through Quicken.

    IMHO, you have these alternatives (in no particular order of preference):

    1. Use Quicken Bill Manager's Check Pay making sure to submit payment early enough (at least 3 weeks before due date) to allow time for delivery and processing. Note: limited number of free transactions per month.
    2. Logon to the bank's website and schedule your bill pay payments to be executed by the bank from your checking account. In parallel to that, in Quicken use a regular Scheduled Reminder to record your payment. Repeat both actions every time another payment is due.
    3. Bypass Bill Manager. Let the biller's computer system do all the work for you. Logon to the biller's website once and set up their Autopay, APS, Direct debit, etc. service to make the current payment and all future payments on Due Date directly from your checking account. In parallel to that, in Quicken, every month, record a regular Scheduled Reminder to keep track of your payments before they come due.
    4. Write (or print with Quicken) a paper check and mail it to the biller, making sure to mail payment early enough (at least 10 days before due date) to allow time for delivery and processing.

    I've been using method #3 for decades, since before the Internet and bank download capabilities were even introduced. It's easy to get used to this process. And I have yet to miss a single payment.

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    If your bank (the one that runs your checking account) recently required you to reauthorize your checking account or your bank has changed from "Direct Connect" to either "Express Web Connect" or "Express Web Connect+" you can no longer use Online Bill Pay direct to the bank or Quicken Bill Manager's Quick Pay function. The bank no longer supports this function through Quicken.

    IMHO, you have these alternatives (in no particular order of preference):

    1. Use Quicken Bill Manager's Check Pay making sure to submit payment early enough (at least 3 weeks before due date) to allow time for delivery and processing. Note: limited number of free transactions per month.
    2. Logon to the bank's website and schedule your bill pay payments to be executed by the bank from your checking account. In parallel to that, in Quicken use a regular Scheduled Reminder to record your payment. Repeat both actions every time another payment is due.
    3. Bypass Bill Manager. Let the biller's computer system do all the work for you. Logon to the biller's website once and set up their Autopay, APS, Direct debit, etc. service to make the current payment and all future payments on Due Date directly from your checking account. In parallel to that, in Quicken, every month, record a regular Scheduled Reminder to keep track of your payments before they come due.
    4. Write (or print with Quicken) a paper check and mail it to the biller, making sure to mail payment early enough (at least 10 days before due date) to allow time for delivery and processing.

    I've been using method #3 for decades, since before the Internet and bank download capabilities were even introduced. It's easy to get used to this process. And I have yet to miss a single payment.

  • QWinUser
    QWinUser Member ✭✭✭✭
    edited July 2023

    @jimkaloyanides1 - This can also happen if the Bill Pay option is turned off in Account Details.

    If this is the case, then click on "Check for Bank Bill Pay" to turn it back on. Then close and reopen Quicken to get the tabs back.

    If you do not see the "Check for Bank Bill Pay" then either your bank no longer supports "Direct Connection (DC)" for downloading information, or your bank still supports DC, but somehow your connection method changed to "Express Web Connect (EWC) or "Express Web Connect +" (EWC+) or Web Connect (WC).

  • jimkaloyanides1
    jimkaloyanides1 Quicken Windows Subscription Member ✭✭

    Thanks, It had changed to web connect, I changed it to Direct connect and it is working.

    Thanks

This discussion has been closed.