How would I create an Bill Minder Alert for Life Insurance taken via ACH Draft?

Doc1997 · July 2021

My wife and I, each have a Life Insurance premium taken out Monthly via ACH Draft. I have not found a way to track, not only the payment but the Face Value of the Policies as well. Any ideas.

Scooterlam · July 2021

You can setup a manual bill reminder for the monthly draft against your credit card or checking account. See image.

Image: https://us.v-cdn.net/6031128/uploads/editor/6g/75dperelbc0l.png

In terms of tracking the overall policy details, have a look at this thread ( I created / used an asset account).

https://community.quicken.com/discussion/7885282/tracking-life-insurance

How would I create an Bill Minder Alert for Life Insurance taken via ACH Draft?

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