Bill Reminder Transfer
Hi, I recently converted from Windows to Mac after 30+ years. Everything transferred except the bill reminders. IS tehre a way to transfer these separately or do I need to rebuild them from scratch (which would be painful to say the least). Thank you!
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I have never done this conversion, so I'm by no means an expert. But I'm going to say that if they didn't transfer the first time, there is likely no way to cause that to happen.
Rebuilding them may not be quite as painful as you are imagining. Rather than creating a bill reminder (also called a scheduled transaction) from scratch, you can right click on any existing transaction in a register and select "Schedule Selected Transaction". This will create a new Scheduled Transaction (Bill Reminder) with all of the fields from the existing transaction pre-filled in the Details section. Then you just need to set the schedule and click OK.
Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
There are a lot of things that are just not the same in Quicken Windows and Quicken Mac and I expect that they will never be transferred. Reminders, and Saved reports are on that list, as well as things like your budget(s).
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Thank you for this idea, Rick. This is very helpful.
Another question: Have you been able ot get eBills to work?
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I have my credit cards set up so the amount due prefills in the scheduled transaction. I haven't bothered with any other bills yet.
Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
Thank you, Rick. I will setup mine. Cheers and Happy New Year to you.
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You're welcome. Happy New Year!
Quicken Mac Subscription; Quicken Mac user since the early 90s0