scheduled qualified charitable deduction not showing in monthly calendar

Michael Hebert
Michael Hebert Quicken Windows Subscription Member ✭✭

I have a standard Rollover IRA, am 73, and am starting to take my RMD's. My financial institution has provided checks that allow me to write a Qualified Charitable Distribution directly from my IRA. In Quicken, I have set up a recurring Bill Reminder directly from my IRA account in my Bills Calendar. All good so far.

However, the Calendar Option "Select Calendar Accounts" does not allow me to select my IRA account for inclusion in the Calendar display. So I can't see the upcoming QCD's in the Calendar. They do show up when they become past due. And I can see the future entries when I pull the list of entries, but I don't normally work from the list.

How can I get the "Select Calendar Accounts" Option to include my IRA so the recuring QCD shows up on the calendar?

Thanks in advance!

Tagged:
This discussion has been closed.