This is functionality that existed 20 years ago... manual bill pay.

kelly1171

1. I would like to right click on a transaction in the register and select add to manual bills. Quicken would automatically add it to manual bills incluing the date and the amount.
2. I would like to do the same with deposits.
3. When I get paid I would like to go into to the manual bills option and enter in the transactions that will pull before my next paycheck. This will allow me to see how much money I have left before my next paycheck.
4. Quicken should match bills and any manual entries in the register when they pull. It doesn't seem to be doing that. It seems to leave the manual bill hanging.
5. -I don't want to set up with a bank because I want full control.

-please contact me with questions. As i said, I have used this app for 20 years and somewhere along the way this functionality got deleted.

PS, I love it when you implement my suggestions. I have seen a few implemented ( I am sure other people suggested too) but it's why I keep using quicken.

NotACPA

I'm not quite sure what you're asking.

If the transaction in already in your account register (so that you could right click on it) what do you want it to be added to? Why can't you just set it up as a Scheduled Transaction?

Quicken Kristina

Hello @kelly1171,

Thank you for sharing your feedback! To clarify, are you not seeing the option to Add reminder when you right click on a transaction?

Selecting Add reminder does take you to the screen where you can create a reminder. Does this functionality differ from what you're asking for?

If you have your bills sorted by Due Date, you should have an option to filter by Manual Bills.

You mentioned you're having trouble with your bills matching to entries in the register. Are these downloaded entries, manually entered entries, or both? Does the payee and amount in the reminder match the transaction exactly?

I look forward to your reply!