seeing bill and payment reminders in different account

Question

I am stumped. I have a data file with my mother's finances. She gets two annuity payments and social security. I have another data file with a trust account.

When I start Quicken and open the trust account, I am seeing the annuity and social secure income reminders. I can't figure out why. The deposits were always done in my mother's data file and not the trust. I don't have them linked in any way that I know of. It's driving me nuts.

LedZepRulz · Answer

I use the same quicken ID with all accounts. I was able to delete the recurring reminders in the trust account. They are gone and didn't mess up the reminders in my mother's account. It's just weird. All good now!

John_in_NC · Answer

https://community.quicken.com/discussion/comment/20456062#Comment_20456062

Thanks. Did you actually create a new data file or simply create an account in your data file? You mentioned both. (The latter will obviously have scheduled transactions across all accounts.)

I asked about duplicating the data file because, even if they have different filenames, the ID used for syncing is the same and can lead to cross talk between files. I know you aren't using online services such as sync, but scheduled transactions still appear to get synced.

LedZepRulz · Answer

I don't think i copied anything. If I remember I Created a new account. It's very weird. And I never had anything sync or any cloud service turned on. Funny thing is, In the Trust account when I go to  bill and income transfers I get the initial screen to set it up, so there's definitely never been transactions before.