Bills and Income - Ability to relink to an account [Edited]

raforbes
raforbes Quicken Mac Subscription Member
edited February 16 in Paying Bills, eBills & Scheduled Transactions (Mac)

I set up transactions in Bills & Income to forecast finances. I have had times when one of my accounts gets "off" and I need to delete it and download a new copy from the bank. It has been a while but I just needed to do this. Instead of trying to remember all the transactions I have setup I would like a way to either export and import them OR have them remembered and then allow me to relink them to certain accounts.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @raforbes,

    Thank you for reaching out! To clarify, when an account is not showing accurate information, you completely delete it from your Quicken file, then re-add it as a new account, and you want to be able to link the associated bill reminders with that newly added account?

    If that is what you're trying to do, then to edit the reminders, go to the Bills & Income section, click the 3 dots next to the reminder, and select Edit All Instances.

    Screenshot 2026-02-16 at 1.16.36 PM.png Screenshot 2026-02-16 at 1.17.13 PM.png

    That will bring up the Transaction Details screen. Click the Account dropdown and select the newly added account.

    Screenshot 2026-02-16 at 1.12.37 PM.png

    I hope this helps!

    Quicken Kristina

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