Last night I discovered Manage Reminders, which isn't so obvious from the Home page that shows bills, but is more so from the Bills tab which I seldom had used (since I had it on the Home page). Manage Reminders does make it easier to find them, because they can be sorted by Payee.
How many reminders do I have? 85, at present... but I had to count them manually
And the Manage Reminders doesn't allow sorting by account... it doesn't even show the account(s).
And I see the main area of Bills tab allows filtering by account, but that is not available on the Home page. And I see Manage Reminders is available under "Options" on the home page reminder list. So things are not as bad as I feared, but there is a distinct feeling of inconsistency here, in all these different interfaces.
Glenn, try one of the other views in Manage Bill and Income Reminders window. At least one of the views lists the account and/or allows filtering by account.
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list
Ok...so this thread has drifted off into a problem solving discussion not related to the original post. It really should have been taken to a new thread.
I get paid daily as I run a website with subscriptions and they are deposited from VISA in a daily basis. I can' plan the future if I can't input those daily incomes.
I agree that reminder frequencies need more options. I have a bill that has been a quarterly payment. They just informed us that it will now be every 4 months. No way to accurately adjust frequency. Need an option like a calendar recurrence... every XX months/weeks/days.
Susie, are you using Quicken for Windows or Mac. In the Windows version you can certainly set up a "repeat every four months" option, but I don't know about the MAC version.
If you can't see how to set it up I can post some screenshots later to explain.
US Quicken Deluxe for Windows Subscription R27.42 on Windows 10 Pro v2004
Please add 45 and 60 day options to the number of days to display drop down menu for scheduled transactions.
It is very annoying to have to select 90 instead of 45 or 60 (30 is too short) when displaying scheduled transactions at the top of an account. The result with 90 is far too many and the result with 30 is too few.
Please make like Goldilocks and give us the options that are 'just right'.
Thanks.
Nothing is foolproof to a sufficiently talented fool.
I just noticed a need for yet another reminder frequency, Last Workday of the month.
I have a need for a reminder that can be set to the last day of the month, excluding weekends or holidays. So, if for example, this reminder is due on April 30th, 2017, which falls on a weekend, the reminder needs to be executed on the preceding workday, Friday, April 28th, 2017.
> "...need to be able to modify the "holiday" list due to religious or country of use."
Why? It's my understanding that Quicken is designed primarily (solely?) for the US market (and Canadian market in the Canadian version). Therefore there's no need to cater to foreign calendars ... unless Quicken Inc. begins to work on a new worldwide product designed for an international audience, with international calendars, Unicode character set support, support for currencies requiring routine transaction in excess of 100 million currency units, etc., etc.
Yes but not all the holidays are the same for Canada and US and currently there is no setting to differentiate the two in the Mac version...of course the Windows version has separate versions for each country.
No offense, but forget religious holidays. It's the banking and federal holidays you need to be concerned about for making your payments on time in the US banking environment.
Not if your religion prevents you from conducting business on certain days, for the stricter ones, updating your Quicken is conducting business, so you would need to schedule to do things around those restrictions.
-splasher using Q since 1996 - Subscription - Win10 -also older versions as needed for testing -Questions? Check out the Quicken Windows FAQ list
How is Q supposed to know what your workdays are? My banking holidays (before I retired) were much more plentiful than my wife, who's in medicine, receives. She gets Jan 1, July 4, Thanksgiving and Christmas off. Anything else is vacation.
AND, if your non-workday schedules are quite different, how should they be recorded in Q?
Q user since DOS version 5 Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
It could do best it can, i.e. local national holidays. In G.B. I think they are called "bank holidays." However, good point. My Mac calendar already has holidays marked, and I just noticed that the Quicken calendar does not. I had assumed that Quicken would localize itself along with language and configuration of the computer but seems I was wrong. hmm...
It could do best it can, i.e. local national holidays. In G.B. I think they are called "bank holidays." However, good point. My Mac calendar already has holidays marked, and I just noticed that the Quicken calendar does not. I had assumed that Quicken would localize itself along with language and configuration of the computer but seems I was wrong. hmm...
I don't live in the UK, my wife's holidays should have indicated that. I'm a retired Systems VP for Wells Fargo ... i.e. a "banker"
I'll also point out that I know many people who work 4, 10 hour days, a week. Or even work just 3 days a week.
SO, all in all, your suggestion would result in a nightmare of coding ... or in user maintenance of their calendar.
Q user since DOS version 5 Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
At least for me, what I would be most useful is the "last workday of the month."
Actually, if you see my post at the very top here
this is VERY feasible...Though not shown explicitly, you can select Last Day (of month) and select Weekday. BusyCal figured it out, therefore, Quicken should be able to also... Of course, taking local holidays into account would be more complicated, but the basics are easy... For the odd times it does not fit local holidays, it just would require an occasional adjustment...no need to over-engineer this feature.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
It could do best it can, i.e. local national holidays. In G.B. I think they are called "bank holidays." However, good point. My Mac calendar already has holidays marked, and I just noticed that the Quicken calendar does not. I had assumed that Quicken would localize itself along with language and configuration of the computer but seems I was wrong. hmm...
Yes, taking local holidays into account would be more complicated, but the basics are easy...For the odd times it does not fit local holidays, it just would require an occasional adjustment...no need to over-engineer this feature.
Click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Comments
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
How many reminders do I have? 85, at present... but I had to count them manually
And the Manage Reminders doesn't allow sorting by account... it doesn't even show the account(s).
Questions? Check out the Quicken Windows FAQ list
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
If you can't see how to set it up I can post some screenshots later to explain.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
-also older versions as needed for testing
-Questions? Check out the Quicken Windows FAQ list
It is very annoying to have to select 90 instead of 45 or 60 (30 is too short) when displaying scheduled transactions at the top of an account. The result with 90 is far too many and the result with 30 is too few.
Please make like Goldilocks and give us the options that are 'just right'.
Thanks.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
I just noticed a need for yet another reminder frequency, Last Workday of the month.
I have a need for a reminder that can be set to the last day of the month, excluding weekends or holidays.
So, if for example, this reminder is due on April 30th, 2017, which falls on a weekend, the reminder needs to be executed on the preceding workday, Friday, April 28th, 2017.
-also older versions as needed for testing
-Questions? Check out the Quicken Windows FAQ list
> "...need to be able to modify the "holiday" list due to religious or country of use."
Why?
It's my understanding that Quicken is designed primarily (solely?) for the US market (and Canadian market in the Canadian version).
Therefore there's no need to cater to foreign calendars ... unless Quicken Inc. begins to work on a new worldwide product designed for an international audience, with international calendars, Unicode character set support, support for currencies requiring routine transaction in excess of 100 million currency units, etc., etc.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
-also older versions as needed for testing
-Questions? Check out the Quicken Windows FAQ list
-also older versions as needed for testing
-Questions? Check out the Quicken Windows FAQ list
AND, if your non-workday schedules are quite different, how should they be recorded in Q?
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
I'll also point out that I know many people who work 4, 10 hour days, a week. Or even work just 3 days a week.
SO, all in all, your suggestion would result in a nightmare of coding ... or in user maintenance of their calendar.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
this is VERY feasible...Though not shown explicitly, you can select Last Day (of month) and select Weekday. BusyCal figured it out, therefore, Quicken should be able to also...
Of course, taking local holidays into account would be more complicated, but the basics are easy...
For the odd times it does not fit local holidays, it just would require an occasional adjustment...no need to over-engineer this feature.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
So I suggest just sticking with the generic ID of different key days of month etc....I recommend what is suggested in this IDEA: New frequency set-up for Scheduled Reminders.
Click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)