How to properly use "Bill and Income Reminders" vs "Projected Balances"

kevin17@
kevin17@ Member ✭✭✭
edited June 17 in Paying Bills, eBills & Scheduled Transactions (Mac)

I recently observed Projected Balances (Bills> Go to Bills> Projected Balances) were missing items from the Bill and Income Reminders (Bills> Bill and Income Reminders). This is misleading as Projected Balances uses most of the Bill and Income Reminders.

Assuming this is not a Quicken bug/flaw, but designed feature. Given that, how do you make use of Projected Balances, or put another way, what is the value of Projected Balances?

Answers

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

    What specific items were missing from the Projected Balances view?
    Reminders due later than the selected Time frame, e.g., Next 30 days?
    Are the accounts used by the missing reminders included in the list of selected accounts?

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta

    Disclaimer: I don't use eBills or BillPay, so that might impact things.

    That said, I prefer the QMac "Projected Balances" view. Not because it existed long before the separate view for Bills or Income came about, but because the former is a single spot where I can see ALL of my scheduled transactions in a single spot. It the transactions are in my register, they are there as well.

    I prefer that it is a register view of schedtransx that behave in the same way as they do in individual accounts with the ability to show/hide desired columns. I also like seeing both sides of transfers, etc. It's personal preference, but it makes more sense to me.

    And, the cash flow graph is nice as well, although its usefulness is certainly impacted by how many scheduled transactions you have setup and the intervals (next instance versus, say 60 days)

    I try to keep an open mind, but I really don't understand the benefit of those new Bill/Income views. And I find that two line display awkward. It's like the designers were trying to reinvent the wheel. Perhaps if you use eBillers it is more useful.

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