Idea: Include check number field in scheduled transactions (7 Merged Votes)
Dan Glynhampton
SuperUser ✭✭✭✭✭
When creating a scheduled transaction (bill reminder) I'd like to be able to set the contents of the check number field, but that field doesn't appear in the UI when creating the scheduled transaction.
I'd like to be able to set the check number field to any value that's possible when creating a transaction in the register, including the custom fields that I have defined.
I'd like to be able to set the check number field to any value that's possible when creating a transaction in the register, including the custom fields that I have defined.
US Quicken Deluxe for Windows Subscription R27.42 on Windows 10 Pro v2004
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I think you wish to display the Action column, as that is were the things such as EFT, DEBIT, ACH, etc. get entered. The developers created a new column so the check number one wouldn't be serving multiple roles.
Are you using the Mac version? Perhaps that's different.
I don't believe the Windows version has the Action column.
Please add a feature that allows setting the Check Number field when creating a Bill and Income reminder. Currently using Quicken 2016 Home and Business R18.4. I have many Bill Payments (and one Deposit) listed in the Bill and Income Reminders. However, when they are entered into the appropriate register automatically the Check No. field is not filled in (and there is no option to do so when setting up the reminder). Since many of my reminders are set up as automatic I often forget to fill in the check number (which many times is a category such as On Line, Deposit, Automatic Payment, etc.). It would be really great to be able to set up this field when creating the reminder.
Thank you for suggesting this Ellen. I also have a lot of reminders that are Automatic Payments or Direct Deposits, along with ones that are manually or though Bill Pay. It would be nice to be able to set up reminders with the "Check Number" field pre filled in, so it would be easier to keep track of which is which.
Note: This conversation was created from a reply on: Allow Check Number Entry in Bill and Income Reminders-Manage Reminders.
I've wanted this feature for many years because I schedule my bill payments ahead of time and would like to be able to record the reference number at the time I create the reminder. In the past I would wait until the reminder came due and enter the reference number when I made the entry in the register. This created extra work because I would then have to go back and lookup the reference number for the scheduled payment through my bank.
Since we don't have this feature, to save time, I started entering my scheduled reminders immediately so I can fill in the reference number and avoid going back to it.
This ended up working just fine for me, the reminders show up as paid and the entries are already in their respective registers with future dates.
In addition, in my checking register I use a Last nn Days filter when I don't want my register cluttered with future payments that haven't come due yet.
Quicken handles this nicely by providing the ending balance amount, which includes all the future payments, so I always know if I'm running short on funds.
Note: This conversation was created from a reply on: Allow Check Number Entry in Bill and Income Reminders-Manage Reminders.