When setting up a recurring transaction, how do you tell it which account to list it in?

NanaG
NanaG Quicken Windows Subscription Member

From what I understand, in order to set up a recurring transaction, you have to go to the Bills & Income tab and enter it as a manual bill. However, there is no option as to which account it gets automatically listed in. How do I specify that?

[Edited - Moved to Windows section of Community by a Moderator]

Best Answer

  • RichardCSchreyer
    RichardCSchreyer Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    Two ways

    If you have a posted transaction use reminder

    Or you can go to Bills and Income and create it there

Answers

  • NanaG
    NanaG Quicken Windows Subscription Member

    I don't know why this listed me as a MAC user. I'm using Quicken Classic Business & Personal for Windows.

  • RichardCSchreyer
    RichardCSchreyer Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    Two ways

    If you have a posted transaction use reminder

    Or you can go to Bills and Income and create it there

  • NanaG
    NanaG Quicken Windows Subscription Member

    That option was not showing up on my computer. I tried shutting it down and restarting it, and now it shows up. Thank you.

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