How to create Reminder With Split Categories

JerryC58
JerryC58 Quicken Windows Subscription Member ✭✭
edited January 2023 in Paying Bills, Online Billers & Reminders (Windows)
How do I set up a reminder with split categories? My monthly medical expense needs to split between supplemental insurance, prescription and dental insurance. So far Quicken only allows a reminder with one category when setting up a new one.

Comments

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    it's kinda hidden....   bring up your Reminder ---> click in the Details area where Category is showing -
    then - you will be able to click on the "SPLIT" icon -

  • jtemplin
    jtemplin Member ✭✭✭✭
    JerryC58 said:
    So far Quicken only allows a reminder with one category when setting up a new one.
    Not true. When you set up a reminder on the "Add Bill Reminder" screen, click on "Add category, tag, or memo". In the window that opens, next to category and drop-down button is the split button--it looks like a rotated "Y". Click it and enter your splits to your heart's delight. You can also edit splits on any existing reminder when you select "Edit this instance and all future instances".

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    @jtemplin - HA.... posting 1 min apart -

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