Bill and Income Reminders Report

Philip107

I live and die by Reminders. I'm retired and pay quarterly estimated taxes. So, the Bill and Income Reminders data drives how I maintain a positive balance in my checking account (Projected Balances) and in the Tax Planner it is essential in determining Other Income.

I'd like to have a report to print or export the Bill and Income Reminders data to include all parts of the transactions, like Accounts, Tags, Catagories, Payee, Comments or Notes and especially How Often the transaction is due.

This report would be used mainly for maintenance and administration of the Bill and Income data.

Here's a sample pivot I spun out of Excel with the Bill and Income Remiders export. One problem is the Account information is not included so there's no way to filter it.

UKR

Have you looked at the Projected Balances view (under the Bills & Income tab) as an alternative?
This graph, together with its report view, when customized to include the desired accounts and a Date Range (e.g., next 90 days or next 12 months) allows you to see account balances over time and will warn you if an account drops below zero.

Philip107

I'm using Projected Balances now to view my checking account.

A report would help spin the Reminder's data by different parameters to verify that all the Reminders are accounted for and perhaps some that should be removed or modified. All the Reminder's listings that are in Quicken now have very limited filtering and or sorting, if any.

In my mind the Reminders are just another data table and there's no reporting on it allowing the User to analyze the data.