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Ricardo5000 · July 2020

I've established 5 Online Bills with reminders. I received the first notification that a new payment is due. I scheduled and processed the payment. So far so good. My question centers on the physical bill itself. Is there something additional I have to do to get a file copy (.pdf) of the bill? I noticed a column labeled .pdf in the Income and Reminders table - which is empty.

jrich75 · July 2020

It generally takes a few days to a couple weeks (Citi is particularly slow for me). As long as you update bills regularly, most online billers will eventually provide a pdf of the bill. There is no notification when it downloads so you need to keep checking in the pdf window for the account.
I personally prefer to download the bill directly from the biller web site and store it separately. I usually get it quicker and it doesn't add to the external size of my Quicken data file. Unfortunately, there is not currently a way to avoid the routine pdf download and storage for Quicken online billers.

jrich75 · July 2020

If you would like to be able to manage the storage of pdf bills by Quicken, you might consider voting for this suggested improvement.
https://community.quicken.com/discussion/7876551/add-ability-to-manage-pdf-copies-of-on-line-bills-that-are-retained-in-quicken#latest

jrich75 · July 2020

It generally takes a few days to a couple weeks (Citi is particularly slow for me). As long as you update bills regularly, most online billers will eventually provide a pdf of the bill. There is no notification when it downloads so you need to keep checking in the pdf window for the account.
I personally prefer to download the bill directly from the biller web site and store it separately. I usually get it quicker and it doesn't add to the external size of my Quicken data file. Unfortunately, there is not currently a way to avoid the routine pdf download and storage for Quicken online billers.

jrich75 · July 2020

If you would like to be able to manage the storage of pdf bills by Quicken, you might consider voting for this suggested improvement.
https://community.quicken.com/discussion/7876551/add-ability-to-manage-pdf-copies-of-on-line-bills-that-are-retained-in-quicken#latest

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