Missing Bill and Reminder tabs

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uscgal
uscgal Member, Windows Beta Beta
Why don't some of my accounts (bank and credit) not have the Bill and Reminder section at the bottom of the register?

Best Answer

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
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    The Bill and Income Reminders tab and the Downloaded Transactions tab do not show at the bottom of the register if the account has been set to "automatically accept downloaded transactions into your register".

    Where are the "Auto-accept downloaded transaction" settings?
    There are two places where this is controlled in Quicken for Windows:
     - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
     - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
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    Hi @uscgal,

    Under Occam's Razor, the likely reason is that you currently have no bill or income reminders setup for those accounts.  If you want to prove that, just setup a bill or income reminder for one of those accounts and you should see the section (or window) appear.

    Let me know how that goes.

    Frankx 

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

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  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    The Bill and Income Reminders tab and the Downloaded Transactions tab do not show at the bottom of the register if the account has been set to "automatically accept downloaded transactions into your register".

    Where are the "Auto-accept downloaded transaction" settings?
    There are two places where this is controlled in Quicken for Windows:
     - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
     - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.

  • uscgal
    uscgal Member, Windows Beta Beta
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    Thank you both for your assistance.  The account was set up to auto-accept transactions.  So I changed it and now it shows. 
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