Minimum balance alert
A number of checking accounts require minimum account balances in order to avoid a service fee charged to the account.
It would be very helpful to have a warning in Quicken to help avoid bank fees.
The alert/warning could be simple (pop-up message, color-code, flag, etc.), triggered when the projected balance in an account dips below a configured minimum in the future. This would allow for proper steps to be taken (i.e. money transferred to the account) to avoid the fee ahead of that date.
For example, if I have a checking account where the minimum daily running balance required to avoid a monthly fee is $1,500, I would like Quicken to alert me when my projected balance dips below that amount. I can then set up a transfer from a savings account to ensure the checking account is properly funded to avoid actually dipping below the minimum balance and incurring a fee.
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This is true for the Windows version of Quicken (Canadian) as well. See my new post.
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It seems that a number of users agree that some sort of flag/warning for accounts with a minimum balance requirement show a warning when that threashold has been passed. I concur. I'm using the Windows version.
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@VegasDealer This thread is for improvements to Quicken Mac, so posting/voting in this thread isn't going to lead to any improvements in Quicken Windows. And Quicken Windows already has this feature anyway.
Quicken Mac subscription. Quicken user since 1990.
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