Budgeting using Bill and Income Reminders

Chench53

I use Quicken Classic Deluxe for many years, never created a budget in it, because I prefer to budget by the bills to pay, not by category which may have more than one bill. The monthly bills & reminders list really serves me well. In the all view, it tells you frequency, and in the month view just that month. But you have to go month by month to look at the bottom line, and project ahead.

It would be great to be able to view 6 months, up to next 12 months at a time in the Monthly Bill and Income Reminders window, with the balance and a rolling balance, and also to just be able to view selected accounts in that window. I hope I explained that adequately. If there's a way to do it already, I'd love to know. Thanks.

Quicken Anja

Hello @Chench53,

Thanks for reaching out!

In the Bills and Income Reminders window, in the Monthly Bills & Deposits tab, you are able to get a monthly view of bill and income reminders with a monthly total which can also be filtered by account as shown below.

However, there is no option to change the date range and show a rolling (account) balance like what you are looking for. Therefore I went ahead and changed you post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Thank you!