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Using Quicken Reminders

williamspl

Win 10 Quicken Premier R68.31

I have a general question regarding use of Quicken Reminders.

Do you recommend placing all bill and income items is Quicken Reminders? Or leave out auto bank pay entries and others?

I understand there are currently serious issues with the Bills & Income feature that have unfortunately been around for quite some time, so I am not using those features right now.

But I will ask an additional question for future reference. Which bills would you recommend putting in Bills and Income to keep the process simple?

Thanks in advance for your reply.

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Comments

Chris_QPW

Need to get a bit of terminology straight.

There are "Online Bills" and "Manual Reminders" and "Reminders attached to Online Bills". And there is also a "bill pay" service.

Online Bills is "bill presentment", you aren't paying a bill with it, you are just tracking a bill, which the option of linking it to a reminder. When it works right the online bill presentment system will update the date and amount of the bill. So, good for bills that vary month to month. For a bill that never changes than a manual reminder is just as good and avoids any hassle of something going wrong with the fetching of the bill amount. Also, there are less features available like doing an estimate of the amount when a reminder is linked with the bill presentment.

You can also sign up for the Bill paying system, which means that that service will actually be used to pay the bill besides being an "online bill" as explained above. Like anything as you go from the pure manual to the most automated, the reliability goes down.

I personally would never use the bill paying system. I rather just schedule payments at the biller's website.

As for Online Bills/bill presentment. I tried it for a while, and it just was too much hassle for me. Others might have a different experience with it.

As for which should be used, that is really a personal preference with no "right answer", just what works for a given person.

GeoffG

To get the most out of Quicken budgeting and forecasting, you need as many items scheduled as possible. There is no issue with Bills & Income as long as you maintain manual billing. For reference, I have every recurring bill and income scheduled as a reminder with all auto entering into the register. I have also elected to take advantage of auto payments for all credit cards, utilities, insurance, and property taxes. These are initiated by the companies not Quicken. The are entered on the same day the bill is presented for download and auto-match. No manual entry is required.