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Quicken Premiere for Windows - reconciling account with payment no longer matches to Bill reminder

conwaynyc

Ever since I have been using quicken (long time) one feature I found
useful: I have recurring bill reminders set up, which I review in the
Bills and Income tab. When I reconcile an account (credit card) at the
end of the process I select to write a check (manual) for the amount
due. When the payment is posted (selecting enter) a box would open
asking if this payment was the scheduled payment in reminders? I would
confirm and the reminder is marked as paid.

Now, I pay a bill at the end of reconciling and the reminder sit in Bills and Income. So, I
have to either ignore the reminder or (preferred) execute the payment
and then delete the duplicate in the account register.

I would be very happy if Quicken could get this back on track. The cross-check is
logical and efficient, a hallmark of the program. Unless I'm missing
something and anyone can offer a fix…..

UPDATE - I missed the reply here in July when I posted originally, and that discussion has been closed.

I am still experiencing the issue and in reply , yes - that is the window I am talking about. I have called support monthly (when I reconcile my CC) to walk through the process while on the line and apparently my issue has been escalated but is still not working.

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Comments

UKR

To keep confusion in Quicken down to a minimum, I would suggest you do not select the "make a payment" option at the end of Reconcile. Instead, use the Scheduled Reminder to make your payment transaction.
One transaction, no duplicates to delete, no unnecessary prompts.
Properly configured, this reminder should be waiting for you at the bottom of the register, either in the Bill and Income Reminders tab or as a future dated register transaction, ready to be recorded as usual.

If I also may suggest …
To automate the process of making payments and to avoid missed or late payments I recommend you logon directly to the credit card company's website and authorize them to direct debit (aka PAC Draft, Autopay, APS, etc.) the next and all future payments from your checking account or a credit card.
This is a one-time action. From now on, the credit card company's computer system will do all the work for you to make an electronic debit on the due date and you don't have to worry about being late.
No more checks to write and mail.
The Reconcile process and executing the reminder will remain a monthly task for you to perform.

conwaynyc

Appreciate all of the advice, but you are missing the point. This is a simple and direct feature Quicken Premier has had for years and it would be nice to get it back for long-time users. Work-arounds should not be the solution for a premium subscription.
But thanks anyway!

mshiggins

The referenced prior post on this issue:

https://community.quicken.com/discussion/7937219/quicken-premiere-for-windows-reconciling-account-with-payment-no-longer-matches-to-bill-reminder

conwaynyc

Back in July, when I first posted about this issue, I had a reply from the moderator but then then chat was closed. Here is a copy of the reply below.

My answer would be yes, this is the dialogue box that no longer appears. It is across accounts and is a continuing issue.

I would love to get this corrected/restored.

Thank you.

Hello @conwaynyc,

Thank you for reaching out to the Community and telling us about this issue. I'm sorry to hear you're running into this problem. You are referring to the dialogue box that appears after you opt to pay by check; would that be similar to the sample image below?

When did you first notice this dialogue box was not appearing? Is this affecting just one account or multiple accounts? Does this happen every time you reconcile and pay your credit card(s), or was the dialogue box failure to appear just a one time occurrence?

Thank you.

Quicken Kristina