How do I schedule recurring payments?
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paul12
Member ✭✭
Scheduling recurring payments changed when I went to Quicken 2019, and I'm uncertain how to do it properly. Is there a tutorial I can use?
Paul
Paul
0
Best Answer
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Once you have the reminder/scheduled transaction set up, you can make the reminder be automatically entered on the due date. You do this by clicking the three dot icon on the Bill & Income tab and Edit Schedule. There's a check box to automatically enter. However, no bill payment will be sent automatically. It will still take intervention on your part.
Most banks, however, will let you set up an automatic recurring payment on their website. The resulting transaction would then match to your reminder transaction in Quicken when you download. You might want to look into that.Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
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Click the Help menu in Quicken and type "scheduled" in the search field. Wait a few seconds for the help topics to populate and click one.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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Rick -
Thanks for you answer, but that only creates a reminder. What I want, and was able to do previously, is to instruct the bank to send out the same check every month without any action from me.
Can you advise?
Paul0 -
Once you have the reminder/scheduled transaction set up, you can make the reminder be automatically entered on the due date. You do this by clicking the three dot icon on the Bill & Income tab and Edit Schedule. There's a check box to automatically enter. However, no bill payment will be sent automatically. It will still take intervention on your part.
Most banks, however, will let you set up an automatic recurring payment on their website. The resulting transaction would then match to your reminder transaction in Quicken when you download. You might want to look into that.Quicken Mac Subscription; Quicken Mac user since the early 90s5
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