Budgeting using Bill and Income Reminders

Chench53
Chench53 Quicken Windows Subscription Member ✭✭✭
edited March 2025 in Paying Bills, Online Billers & Reminders

I use Quicken Classic Deluxe for many years, never created a budget in it, because I prefer to budget by the bills to pay, not by category which may have more than one bill. The monthly bills & reminders list really serves me well. In the all view, it tells you frequency, and in the month view just that month. But you have to go month by month to look at the bottom line, and project ahead.

It would be great to be able to view 6 months, up to next 12 months at a time in the Monthly Bill and Income Reminders window, with the balance and a rolling balance, and also to just be able to view selected accounts in that window. I hope I explained that adequately. If there's a way to do it already, I'd love to know. Thanks.

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Chench53,

    Thanks for reaching out!

    In the Bills and Income Reminders window, in the Monthly Bills & Deposits tab, you are able to get a monthly view of bill and income reminders with a monthly total which can also be filtered by account as shown below.

    image.png

    However, there is no option to change the date range and show a rolling (account) balance like what you are looking for. Therefore I went ahead and changed you post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

    lripcbixyd75.png

    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • bobvaradin
    bobvaradin Quicken Mac Subscription Member ✭✭
    edited March 6

    I am trying to create a budget using Quicken. The option to set up bills manually is really helpful. Now, if we could integrate the bills into the budget automatically, this would be an amazing upgrade.

    [Edited - Readability]

  • Chench53
    Chench53 Quicken Windows Subscription Member ✭✭✭

    I agree! I use the Bill Reminders as my budget. I know I have to pay $$$ to the mortgage, various utilities, insurance, etc. I know what the income is, and how often. I find it easy for me to make recurring reminders for all these in the Bill Reminder, and I wish you could integrate that / turn it into a budget.

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

    The Budget in Quicken is based on Categories.
    Once you have all your transactions, including all your Scheduled Reminders, categorized properly, e.g., Cable TV, Electricity, Groceries, Gross Salary, etc., the Budget views in Quicken populate themselves with actual transaction data.

    If you have Quicken Classic for Windows at the Deluxe feature level or higher, …
    In the Planning tab, Budgets view, choose the Annual view. This will give you a spreadsheet-like view of your categories, grouped by Income or Expense, with actual spending amounts by month for each year.
    To see the impact of your Scheduled Reminders on your future months' budget as if these reminders had occurred already, be sure to enable this option setting: Select Budget Actions / View options / Include reminders.

    To create a budget and for more information please start reading here: Budgets / Planning (quicken.com)

    If you want to see the impact of your Scheduled Reminders on future account balances, up to 12 months into the future, try using the Bills and Income tab's Projected Balances view. Customize it to show the desired bank accounts and the Time Range, from Next 14 days to Next 12 months or even a Custom Time Range.

    Quicken for Mac users may want to post a separate How-to Question or Discussion her in the Community, categorized to an appropriate Mac community category. Let expert Mac users help answer your questions.

  • Chench53
    Chench53 Quicken Windows Subscription Member ✭✭✭

    @UKR - thanks, I realize that, but I don't like to budget UTILITIES $$$$$, and then have to figure out how much goes to electric, gas, water. I'd rather see ELECTRIC $$$, GAS $$$ each month, which is why the Bill & Income Reminders works better for me. I do use the projected balances view, and you can use the calendar to do same. I do have the Budget Actions / View options / Include reminders turned on but it still doesn't give me what I want to see. So, it's just a preference. And, probably, I've been "budgeting" this way so long, it's a lot of work for me to switch. Thank you though, I do appreciate your comment.

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

    I don't like to budget UTILITIES $$$$$, and then have to figure out how much goes to electric, gas, water. I'd rather see ELECTRIC $$$, GAS $$$ each month,

    It's up to you how you want to "see" your transactions categorized. Create the necessary Categories and then use these categories for each of your transactions. This will make the budget view show what you want to see.

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