Can I create Bill and Income Reminders from transactions?

Dean N
Dean N Quicken Windows Subscription Member
in Paying Bills, Online Billers & Reminders (Windows)

I've been using Quicken for more than 30 years, but I have just recently started using the Bills and Income Reminders function. I am setting these up manually (for now), and I am seeing some inconsistencies.

  1. Not all transactions are available in the pull-down list to create new reminders. How do I create new ones if not from this list? For example, both my wife and I get monthly income from the same company. Only one of these transactions is showing in the list.
  2. Sometimes downloaded transactions are automatically recognized as bill reminders and show paid. Sometimes I have to do this manually. I don't know what I have done differently when creating these.
  3. The obvious solution (at least to me) is to be able to create both Bill and Income Reminders directly from the transactions in the accounts. Is this possible?
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Best Answer

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    If you right click on a transaction in a Register one of the options is "Add Reminder."

    If you elect to create a Reminder and have Quicken enter it in a Register "XX" days before the anticipated actual transaction date then Quicken may or may not "find it" in the Matching process. The closer you can come to the exact date, amount, and payee the better the chance Quicken will find it.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    If you right click on a transaction in a Register one of the options is "Add Reminder."

    If you elect to create a Reminder and have Quicken enter it in a Register "XX" days before the anticipated actual transaction date then Quicken may or may not "find it" in the Matching process. The closer you can come to the exact date, amount, and payee the better the chance Quicken will find it.

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