Bill & Income Description on each box

looneytune
looneytune Quicken Windows Subscription Member
edited March 14 in Paying Bills, Online Billers & Reminders

Add a brief description on each box under Bill & Income to identify bill on main page since many bills could have a single biller. Example, Amazon may accept payments for Hulu or paramont. Microsoft may accept payments for different software. It would be helpful to be able to identify the different area of payment.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    When you go to the gear icon in the Bills, Income & Transfers tab, do you have a checkmark at the item Show memos for bills?
    If not, click it to enable it and see if that meets your needs.

    Wherever possible, I recommend using distinct Payee Names for situations where the same biller sends bills for different purposes. For example,
    - Amazon {Hulu}
    - Amazon {Paramount}
    Together with appropriate Renaming Rules and Memorized Payee List entries or Scheduled Reminders you can keep these events separate and correctly categorized.

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