Add last 4 digits of credit card to Bill and Income Reminders

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I just recently had to close a credit card where my deceased wife was
the Primary holder. I have many bills under this now-closed account that
I must change to a different credit card. To find out which ones are
charged to this specific card will require me to go through every bill
and credit reminder (I have a lot!) to see if they charge this specific
card. Idea! When setting up a new credit card in Quicken have a field
for the last 4 digits of the new card that one can enter and have that
data show up in the Bill and Income Reminders list. That way one can
easily see what card is being charged for each reminder.

2
2 votes

Reviewed · Last Updated

Please see Jim_Harman and UKR's responses below for other ways to see which account is associated with the bill or income.

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited July 1
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    In the Tools > Bill and Income Reminders list, you can click on the Monthly Bills and deposits tab to see which account is used for the bill or income.

    For some reason it does not sort by account when you click on the header, but it would be nice if it did.

    It would also be nice if it showed the account on the All Bills & Deposits tab.

    The Bills & Income > Projected balances page has a table with upcoming Reminders along with the account to use, and it is sortable by account.

    See this existing Idea

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    My condolences on the death of your wife. Mine died, after 20 years fighting breast cancer, in 2007. I've since remarried.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    What is the Account name that you use in Quicken?
    You can easily change the account name to include the last 4 digits of the credit card number, e.g., instead of "Chase VISA" change it to "Chase VISA 6447"


    I do that for all my credit card account registers.

    @Jim_Harman 's suggestion to use the Projected Balances view with just the one account selected sounds like a good idea to me.
    Select a Time Range for next 12 months.
    To change a reminder's account to use, click the icon in the Action field

    and select Edit / This instance and all future instances.

    Repeat until there are no more entries shown in the view.

    Do remember that there may be other reminders that transfer from another account to the old account. They may not show in the above list, so reviewing a complete reminder list and looking for these cases may be necessary.

  • Philip107
    Philip107 Member ✭✭✭✭
    Options

    I've been using the last four account numbers in the Account Name forever. I also preface credit cards with "cc" to quickly see credit cards in any popup lists or otherwise. As in: "ccCapitalOne Quicksilver XXXX".

    Please vote for my suggestion, it's an excellent idea, one that everyone will use even though they may not realize it now.

    ----Quicken User since 1998 ----