Bill and Income Reminders now showing Paid, Completed, Reconciled

Question

This is NOT about BillPay, it's about Bill Reminders.  I don't know when this started, but it hasn't always been true - it just never bothered me until now.

I started using the "Monthly Bills & Deposits" tab of the "Bill and Income Reminders" dialog because it shows the "Account to Use."  I visit this dialog weekly to make sure that all of my bills (mostly automatically paid, but not via Quicken) are on target and to see how much they are, and to enter them into my register(s).

Sometime in the not-too-distant past, this tab started keeping bills that I entered in the list, but marking them as Reconciled, Completed, or Paid.  So they don't disappear from the list when completed, as they used to do.  Can this be turned off?  Can I hide those that are resolved?

Alternately, if I can't do that - is there some way to display the "Account to use" in the "All Bills & Deposits" tab of that dialog?

EmKay · Answer

@UKR   I only started using the Monthly Bills & Deposits tab in Bill and Income Reminder maybe 7-8 months ago - but I'm pretty sure it did not show Completed and other non-pending bills, when I first started.  Maybe I just wasn't paying attention, but it bothers me now so I think I would've noticed it.

I am trying your suggestion - but the whole reason that I switched to the Monthly view is that it shows the "Account to Use."  Is there a way to add that column to the view you suggested on the Home Tab in Classic View? I can't find a way to add columns.

I won't go into details, but there are a few reasons this won't work for me (I'll summarize:  the graph/calendar toggles don't seem to work, "Due Now" filter is not sufficient for me).

Thank you for the suggestion, but I guess I'll submit a feature request…

UKR · Answer

The Tools / Manage Bill and Income Reminders view hasn't changed in many years.

The Monthly Bills and Deposits view tab always shows all reminders which have occurred during the selected month, regardless of Status, so that one may see everything that happened during the month.

To answer your question: No, you cannot filter by Status.

To only see reminders with Status of Past Due, Due, Upcoming and Auto you need to use the All Bills and Deposits view tab, sorted by Due Date. Completed reminders, due prior to today are not shown in this view.

In my Quicken data file, I prefer to use a Home tab Classic View page with a view showing Bill and Income Reminders, filtered to show "Due now" reminders. That has been working best for me for many years.

You may want to try that when you get a chance.