Is there a way to show the category in bill reminders?

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Comments

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

    If you're working with the Bills & Income Reminders List from the Tools Menu … no, there's no category to show. It would have to be added by programmers.

    I would suggest that you change each Scheduled Reminder's Payee Name to include the last digits of the account number, e.g., "AmEx 12345" or "Citi VISA 4567".

    The Bills, Income & Transfers view of the Bills & Income tab does show the category.
    Naming the reminders as suggested above would also solve your issue
    And you can optionally enable to show the Memo text where you can include the complete credit card number (or just the last few digits).

  • Steven Latus
    Steven Latus Member ✭✭✭

    Yes, I usually work in the Manage Bill and Income Reminders window, accessed under Tools. I have a shortcut for it on my toolbar. And I did not see any way to make a Category column in that window, so thanks for confirming.

    I do not want to change the Payee names to be account-specific because I prefer to show the actual Payee names. I do have my accounts set up the way you describe for the Payee names so that I can tell them apart from one another in the Account List.

    I do like your last suggestion to use the Bills tab under the Bills & Income tab. I've never used that before and I see that it also gives me the same options to edit the bills. Also, I changed the setting on the Bills & Income tab to Combine Bills, Income & Transfers so that I can access the bills with one click on the Bills & Income tab.

    Thank you! 😊

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