Creating group of recurrent monthly transactions

Miguel

Hi

I have a group of transactions that I register every months for same value and for same categories, which I would like to automate somehow. It can be dated any date within the month. ex. create a group of transaction that I can call up as a group and quicken will register them in the month without me entering each one, one by one, but just as a group.

Is there a way?.

I used Windows Classic R62.18

Thank you.

Arctic Hare

Yes.

Tools —> Manage Bill & Income Reminders —> Monthly Bills & Deposits

Add —> Bill —> Manual Bill

and/or

Add —> Income Reminder

and/or

Add —> Transfer Reminder

also check out the following in case you find it useful:

Add —> Scheduled Transaction Group

Quicken Jasmine

Hello @Miguel,

Thanks for reaching out!

Yes, in Quicken Classic for Windows (Canada), version R62.18, you can streamline your recurring monthly transaction entries using a Scheduled Transaction Group. While you can't create a "memorized transaction group" directly from the Memorized Payee List (as older instructions may suggest), you can achieve the same result through Quicken’s Bills & Income Reminders feature.

How to Set Up a Group of Recurring Monthly Transactions

This method allows you to enter a set of transactions at once, on any date you choose, without having to input them individually each month.

Step 1: Create a Scheduled Transaction Group

1. Go to Tools > Manage Bill & Income Reminders.
2. Click Add, then select Scheduled Transaction Group.
3. In the list that appears, select each transaction you want to include in the group.
4. Give the group a name, such as "Monthly Fixed Bills".
5. Set the frequency (e.g., Monthly) and choose a start date.
6. Choose whether Quicken should remind you to enter the group or automatically enter it into your register.
7. Click OK to save.

Step 2: Use Your Scheduled Transaction Group

1. Go to Tools > Manage Bill & Income Reminders.
2. Find the transaction group you created.
3. If you set it to remind you, click Enter when you’re ready to record it.
4. Choose the date for the group and confirm the details.
5. Click Enter again, and all transactions in the group will be added to your register.

This is the most efficient way to manage recurring monthly transactions in Quicken without entering each one individually. Let me know if you’d like help creating your first group or setting up special cases like transfers or investment transactions.

Miguel

Thanks a lot.

I will try this.

UKR

Just curious … did setting up a transaction group work for you?

I would have changed all of these reminders from "Remind me [xx] days before …" to "Auto enter 3 days before …"

Arctic Hare

https://community.quicken.com/discussion/comment/20491145#Comment_20491145

I was thinking the same as you… the reason I made my original response so generic was because it was unclear what the OP's current state was. Did they even have any reminders set up? I don't really see the advantage of using the group. I just set up individual reminders even if there is a "group" of transactions that are related. And, like you suggested, I either use the auto-enter or remind-me functionality. Works fine either way.