Bill and Income Reminders - How to tag each as auto paid or manually paid?

SuSaNeW

I use Quicken Classic Premier, version R61.17, in Windows 11. Is there a way to flag or tag Bill or Income reminders as to whether I have set them up to be auto paid by my bank/credit card or if I need to take action (manually) to pay the bill? I know off the top of my head how I have each bill setup for payment, but it would be good have it noted in Quicken.

Chris_QPW

I might be mistaken, but I read the question differently than the answers that were posted.

I take this "auto paid or manually paid" to refer to the "real world", not how Quicken is going to enter it into the register.

Whereas one might use "auto enter" as a way to answer this question I think that I could come up with situations where this wouldn't work.

Basically, "auto enter" works well when the payment is a fixed amount, but not so well when it varies, and you want to change the amount as the reminder is entered into the register. So, this wouldn't answer the "real world question" of is this a payment that will be paid automatically or one that a person has to write a check for or such.

At one time I remember the reminders would allow you to put in a selection that would going into the Check #/Reference # field, but I don't see that any more in the reminders, so I think you would have to put that in the memo or use a tag for this.

Rocket J Squirrel

Yes, this is a property of each individual reminder. See below. If this is not what you're looking for, specify further.

UKR

@SuSaNeW ,
which of these views are you asking about?

1. Tools Menu / Manage Bill and Income Reminders
2. Home tab, a Classic view page customized to show a Bill and Income Reminders view
3. Bills & Income tab / Bills, Income & Transfers view

The view #3 shows reminders marked Auto Enter with a text note (Auto Enter). The Action button on each reminder shows different actions depending on whether Quick Pay, Check Pay or manual Enter action is required.

Chris_QPW

I might be mistaken, but I read the question differently than the answers that were posted.

I take this "auto paid or manually paid" to refer to the "real world", not how Quicken is going to enter it into the register.

Whereas one might use "auto enter" as a way to answer this question I think that I could come up with situations where this wouldn't work.

Basically, "auto enter" works well when the payment is a fixed amount, but not so well when it varies, and you want to change the amount as the reminder is entered into the register. So, this wouldn't answer the "real world question" of is this a payment that will be paid automatically or one that a person has to write a check for or such.

At one time I remember the reminders would allow you to put in a selection that would going into the Check #/Reference # field, but I don't see that any more in the reminders, so I think you would have to put that in the memo or use a tag for this.