Add ACCOUNT to Bill and Income Reminders

user17881
user17881 Quicken Windows Subscription Member ✭✭✭
edited May 6 in Ideas for Windows Classic

It would be very handy if the Bill and Income Reminders window showed the affected account. For example, you can see in the image below I have scores of bill and income reminders. But which ones use my checking account and which ones use my credit card, etc.?

Please add a column to this report that allows the user to sort by affected account.

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See UKR's post below for ways to get a similar result.

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That would be a nice addition, both adding the Account to use column and allowing sort by Account name..

    However, in a way, the requested function is already available. Just switch to the Monthly Bills and Deposits tab.
    You get the Account to use column, but you can't sort by it.

    Alternatively, you can use and customize a Classic Home tab view page (not the Dashboard) to include a Bill and Income Reminders view. This view already includes the "Account to use" column (but you can't sort by Account name).

  • user17881
    user17881 Quicken Windows Subscription Member ✭✭✭

    UKR, thank you for reading and understanding my request. I appreciate any help or "work-arounds" that are offered.

    I don't see your suggested "Monthly Bills and Deposits tab." When I go to View > Tabs to Show, I see only: Home, Spending, Bills, Planning, Property, and Mobile and Web. None of these tabs are "Monthly Bills and Deposits" and I don't see "Monthly Bills and Deposits" as any of the sub-tabs, either. I am using Quicken Classic Deluxe for Windows.

    However, thank you for your "alternatively" suggestion. It worked - somewhat - but only after I customized that portion with the gear to put a check in "Show accounts in bills list." You are right that I cannot sort by Account to Use, but this is still better than nothing. Also, it includes those bill and income reminders which have already been entered into the registers, while the main "Tools > Bill and Income Reminders" screen shows what I want: all FUTURE, not-yet-entered, transactions.

    Thank you!

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I don't see your suggested "Monthly Bills and Deposits tab."

    Look at the image you provided, near the upper left corner. The tab I mentioned is part of the Tools / Manage Bill and Income Reminders view.

  • user17881
    user17881 Quicken Windows Subscription Member ✭✭✭

    UKR,

    You are so right. Thank you. Like many, I see only what I used to seeing!

    As you indicated, this does show "Account to Use" which is what I would like to see on the "All Bills & Deposits" tab. But, like the addition to the home page, you cannot sort (or filter) by account. Also, it shows the ones I have already entered, rather than just future, un-entered transactions.

    Thank you again for your help.

    -Matt

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