Copy an Income Reminder?

leishirsute
leishirsute Quicken Windows Subscription Member ✭✭✭✭
edited November 24 in Paying Bills, Online Billers & Reminders (Windows)

Is there any way to copy an income reminder?

I want to copy an existing reminder that expires end of year to create a new reminder that starts next year with a different amount but the same split categories.

Deluxe R64.30, Windows 11 Pro

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Best Answer

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    Nevermind. I figured out that I can Add A Reminder and copy the income transaction based on the register entry and create the new Income Reminder.

    Deluxe R64.30, Windows 11 Pro

Answers

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    Nevermind. I figured out that I can Add A Reminder and copy the income transaction based on the register entry and create the new Income Reminder.

    Deluxe R64.30, Windows 11 Pro

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @leishirsute,

    Thank you for posing this question and letting us know what worked for you.

    I'm sure other users will find this information useful.

    Thanks again.

    Quicken Alyssa

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  • markus1957
    markus1957 Quicken Windows Subscription SuperUser, Windows Beta Beta

    Further clarifying this copy method.

    The register transaction being used to make the copy must be from a memorized payee. If that feature is turned off or the payee is not memorized, the transaction information will not be copied over to the new reminder. The information for the splits in the new reminder actually comes from the Memorized Payee listing.

    When creating the new reminder, start typing the name of the desired memorized payee in the payee window and it will show in the pull-down menu. When selected, the new reminder is populated with data from the memorized payee.

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