Trouble with Auto Enter Bill and Income Reminder

Karen
Karen Member ✭✭✭
edited November 20 in Paying Bills, Online Billers & Reminders (Windows)

Windows 11 Quicken Deluxe v64.35

I have a many transactions that are entered automatically 60 days ahead, a few include DEP in the Check# column, yet I don't want it to enter anything in that column. I use the data when viewing my Home tab, Home page that gives me Banking Account Details: Month to date. If transactions are auto entered out 60 days, the data isn't Month to Date. I have to delete DEP, but it repopulates with every 'Update Accounts' function and every launch of Quicken. I've tried numerous changes to the Memorized Payee tool for the Payees with this problem. I don't see anything in the B&I Reminders tool to correct this, either. I've looked at Preferences as well and don't see anything there either to help.

How do I make it stop entering anything in the Check# column with 'Auto Bill and Income Reminders'?

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Karen,

    Thank you for sharing your experience with us and posing this question.

    I have some follow-up questions for you.

    • How long has this issue been happening?
    • Have you tried deleting one or two reminders and re-adding them to see if that fixes the issue?
      • If not, this is a good place to start.
    • Do you use Quicken Mobile & Web?
      • You said it comes back every time you update your accounts, so I am thinking there is a possibility it could be getting carried in from the cloud sync.
    • Where is your data file located?
    • Is your file being synced/backed up by any third-party services like OneDrive, Dropbox, or Carbonite?

    Looking forward to your response.

    Quicken Alyssa

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  • Karen
    Karen Member ✭✭✭

    Thank you, Alyssa.

    I'm going to guess it's been happening for a few months. I have regular backups, but I can't say exactly when it started.

    Yes, I've deleted and re-entered the transactions. One is new altogether. Under Edit Memorized Payee, the screen designates each of them a Deposit. Only one is an actual deposit. I use Transfer for the others during the active current month. It seems to me it happens with each New Bill and Income Reminder that I've entered. It's also only affecting two accounts.

    Yes, I use Quicken Mobile & Web. I synch at the end of each day, after a backup each day.

    My backup is on an external drive. My data file is on the PC in the Quicken folder. I'm also not really sure when I started using the Mobile App, but I know it was last year due to a different issue in Dec 2024. It's not addressed here and not yet resolved.

    No 3rd party services for cloud storage.

    I look even more forward to next steps that will fix this. 😉

  • Karen
    Karen Member ✭✭✭

    Just an update on my comment above on the Dec 2024 issue. I posted my question on June 25, 2025. I didn't realize Anja had replied. I did what she suggested and it fixed the problem. It was a Mobile App issue. I used to get emails when someone responded. I guess I don't anymore. I'm sorry to her for not responding. She's closed the Question. 😊

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Karen,

    Thank you for following up, and I am happy to hear the second issue you had was resolved!

    I am curious if this "DEP" could be coming through the cloud sync. Can I have you delete one of the problem reminders and then reset the Quicken cloud to see if it resolves the issue?

    To do this:

    1. Delete one of the reminders.
    2. Reset the Quicken Cloud.
    3. Add the reminder back into Quicken.

    After completing these steps, does this reminder have the same issue of bringing "DEP" into the check # field?

    Let me know how it goes.

    Quicken Alyssa

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  • Karen
    Karen Member ✭✭✭

    Thank you, Alyssa!

    It looks like this process fixed the data that was putting DEP in the check field for future transactions, affecting my Month To Date Banking Account Details. I also fixed another code somehow changing in the check field when I used TXFR for some older transactions. In addition to the process you recommended, I also signed out of the Mobile App and started over, which seemed to help. I'll use 'Reset the Quicken Cloud' in the future if this kind of thing happens again. This took me a bit to complete, and the holiday was another delay. 👍️

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Karen,

    Thank you for coming back and letting us know the steps worked to resolve the issue.

    If you need more help, don't hesitate to reach back out.

    Thanks again!

    Quicken Alyssa

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