Bill and income window in investment accounts

BudP

How do i remove or keep the Bill and Income Reminders section closed ? Quicken doesn't remember my preferences. Pretty annoying !

Quicken Kristina

Hello @BudP,

Thank you for reaching out. To clarify, when you refer to the Bill and Income reminders section, are you referring to the section in the screenshot below being expanded by default?

If not, then please provide more details what you are seeing.

I look forward to your reply!

BudP

Yes ! pain in the but ! especially in investment accounts, who has regular Bill and Income ?

markus1957

https://community.quicken.com/discussion/comment/20528058#Comment_20528058

I have income reminders for all of my investment account holdings in order to get an accurate estimate in Tax Planner.

mshiggins

https://community.quicken.com/discussion/comment/20528058#Comment_20528058

I do! I have reminders for all my dividends and fees! It’s the easiest way to keep track of upcoming income and expenses!

BK

I have to agree with @BudP ,

We each do things differently and my use of reminders is very limited and nothing for the investment accounts. So I too find it annoying and prefer to be able to set that window to be collapsed by default. Wish there was a preference setting to do this but unfortunately there isn't.

This should be added as an idea post if there isn't one already.

Quicken Kristina

Thank you for your reply @BudP,

As @BK suggested, I would suggest creating an Idea post to request this functionality be changed. For information on creating an Idea post, please review the post linked below:

https://community.quicken.com/discussion/7849425/creating-and-voting-for-ideas-in-the-community

Thank you!