How to create a memorized transaction for the 2nd Wednesday of every month?

smichels62

I want to add a memorized transaction for a deposit that occurs on the second Wednesday of every month. Obviously the date of the second Wednesday changes every month. I don't see a way to do that within Quicken.

Thanks,

Scott

Quicken Anja

Hello @smichels62,

It sounds like you're trying to create a Bill Reminder for the 2nd Wednesday of every month.

To do this, please follow the instructions provided below.

1. Navigate to the Bill & Income tab and click the Add New Bill + sign on the top-right and click Manual Bill
   
2. On the following screen, type in the Payee name in the Pay to field and click Next
   
3. Then, enter all the bill details (the first upcoming due date, the amount due, the account, etc), and click on (change) to change the Bill Reminder's schedule frequency
   
4. From there, you will be able the set the schedule to the 2nd Wednesday of every month as desired
   

Hope this helps!

mshiggins

One of the frequently asked questions here:

FAQ: How to record Social Security Income & Customize Day of Month for Schedule

UKR

Nov 17, 2019

How do I set up a Scheduled Income Reminder for my Social Security Income?
If the payment arrives on, for example, the 3rd Wednesday of each month ...

WINDOWS:

Work your way into the "How often" selection from left to right, selecting Monthly, every 1 month, then scroll the "on the" selection list until you find 1st, 2nd, 3rd, 4th, then select "Wednesday" in the last selection list.

As to setting up the Split transaction detail, much depends on the categories you have available in your data file. Here's my setup. YMMV

MAC:

Work your way into the "Frequency" selection, select Monthly, and then click the arrow next to "Starting" to expand the view. Make your selection of 1st, 2nd, 3rd, 4th, then select the day of the week, such as "Wednesday". 

An example of a Split transaction detail in Mac:

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bmciance

Easy - you set it up for Monthly - every 1 month and "2nd" and then change "day" to "Wednesday". It will be set to as Monthly every 2nd Wednesday.

Quicken Anja

Hello @smichels62,

It sounds like you're trying to create a Bill Reminder for the 2nd Wednesday of every month.

To do this, please follow the instructions provided below.

1. Navigate to the Bill & Income tab and click the Add New Bill + sign on the top-right and click Manual Bill
   
2. On the following screen, type in the Payee name in the Pay to field and click Next
   
3. Then, enter all the bill details (the first upcoming due date, the amount due, the account, etc), and click on (change) to change the Bill Reminder's schedule frequency
   
4. From there, you will be able the set the schedule to the 2nd Wednesday of every month as desired
   

Hope this helps!

mshiggins

One of the frequently asked questions here:

https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-customize-day-of-month-for-schedule

smichels62

Thank you all for the quick and helpful responses. Don't know how I missed it before but I did.

Thanks again!

mshiggins

@smichels62 you are not alone in having trouble finding this rather sneaky trick to set the frequency for social security deposits.