Scheduled bill (e.g. credit card) amount based upon balance due (Q Mac)

cmobergfell
cmobergfell Quicken Windows Subscription Member ✭✭
edited March 6 in Paying Bills, eBills & Scheduled Transactions (Mac)

Windows version for years has allowed the scheduled bill for a credit card to be projected based upon the current balance. Mac version does not, and still does not give that as on option even with the current 8.5.1 release. New features are touted in the update "what's new" screens such as the average amount over a period of time, the amount from 1 year ago etc and even notes current balance. But when you go to transaction to edit it, the current balance option is not available.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @cmobergfell,

    Thank you for reaching out! To see the option, when adding a new biller or editing all instances of an existing reminder series, choose "Update with eBill" in the amount dropdown. Then you will see radio buttons to choose Statement Balance, Minimum due, or Current Balance.

    Screenshot 2026-03-06 at 4.32.49 PM.png

    I hope this helps!

    Quicken Kristina

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  • cmobergfell
    cmobergfell Quicken Windows Subscription Member ✭✭

    I don't use eBill so that option does not work. The current balance needs to come from the actual balance in Quicken, just like it has done in the Windows version for years. Strongly suggest this feature be added to Mac version.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    There is an Idea post requesting the functionality you're asking for:

    https://community.quicken.com/discussion/7940156/allow-use-of-current-balance-of-credit-card-accounts-for-scheduled-payment-transaction-q-mac

    If you haven't done so already, I recommend adding your vote and a comment to that Idea. Ideas that get enough votes may be implemented in the future!

    Thank you!

    Quicken Kristina

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