Report on Bill and Income Reminders By Account

Quicken Windows Subscription Member ✭✭✭✭
in Reports (Windows)
I'd like a report that will show all my Bill & Income Reminders by account. I haven't found one like that. Is there one?

I'm trying to sort out my credit card spending so I'd like to see what spending I have planned for each of my cards. I know what my average spending is per card but much of that is unplanned, impulsive spending that isn't accounted for in Projected Account Balances.
So for instance, if I have Reminders that total of $500 per month for my CapitalOne Quicksilver VISA then why are my average monthly charges actually at $1500. If my Reminders are not accounting for most of the spending then the Projected Account Balance is not accurate, A report like that would help.

----Quicken User since 1998 ----

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Best Answer

  • Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    I usually just walk through the reminders on the Monthly Bills & Deposits tab (press Ctrl + J).  To export to a spreadsheet for further processing, press Ctrl + P, choose Export to:, select Tab delimited (Excel compatible) disk file in the pull-down menu and Export.

    Another approach is to use the Calendar (press Ctrl + K).  Again, its a monthly view but you may limit the accounts included.

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    I usually just walk through the reminders on the Monthly Bills & Deposits tab (press Ctrl + J).  To export to a spreadsheet for further processing, press Ctrl + P, choose Export to:, select Tab delimited (Excel compatible) disk file in the pull-down menu and Export.

    Another approach is to use the Calendar (press Ctrl + K).  Again, its a monthly view but you may limit the accounts included.
  • Quicken Windows Subscription Member ✭✭✭✭
    Thanks, I should have thought of that. I do the same thing to export Lifetime Planner yearly data off the curve.
    This will work as a work around.
    Wish they would add the Account To Use column to the All Bills & Deposits  tab. Why have it on one tab but not the other. I sometimes think Quicken has no central leader just a bunch of disconnected developers all doing their own thing. But, that's just me.

    ----Quicken User since 1998 ----

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    @Philip107,

    To me it seems more like one set of developers about 15 years ago and an entirely different set now.
    QWin Premier subscription
This discussion has been closed.

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Quick Links

Categories