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This section covers the tools that help you track your personal cash flow. If you purchased Quicken Home & Business, you'll have additional tools that can help you track business cash flow as well.
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What's the difference between a bill reminder and a repeating online payment?
When you set up a bill reminder, Quicken reminds you when it's time to make the payment.
- If it's an online payment, Quicken reminds you to send the instruction (if you haven't already sent it).
- If it's a paper check, Quicken reminds you to print or write it.
The online payment service also lets you schedule payments another way by allowing you to send your online payment instructions ahead of time for both single and multiple payments. This way, you don't need to be reminded of anything. Just set the delivery date and send the instruction.
In addition, the online payment service has a special type of payment called a repeating online payment. You send one online payment instruction that specifies the payment amount, as well as how often and the number of times to make that payment. The processor processes the instruction for the number of times you specify and for the appropriate delivery dates. You don't need to send the online payment instruction again. The payments continue until the last payment you specify is made or until you cancel the repeating online payment instruction.
Many people who use the online payment service like to set up repeating online payment instructions to pay regular bills that are always the same amount, such as car payments.
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Delete Manual Reminders
- Go to Tools menu > Manage Bill and Income Reminders. You can also press Ctrl+J.
- On the Bills & Income Reminders screen, Select the reminder you want to delete.
- On the Bills and Income Reminders menu, select Delete.
- Click OK. The reminder will be deleted.
Delete Online Bill Reminders
- From the Bills & Income or Bill, Income, & Transfers screen, select the gear icon → Manage Online billers.
The Manage Online Bills screen will appear. - In the Actions column, select the down arrow, then choose Remove.
The biller will no longer appear on the Bills & Income or Bill, Income, & Transfers screen
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Turn off reminder suggestions
- Go to Tools menu → Manage Bill and Income Reminders or press Ctrl+J.
- On the Bill and Income Reminders screen, select Options menu → Suggest Reminders.
- Uncheck the option Review my accounts for reminders to suggest.
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Skip a
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reminder
- Go to the Bills screen.
- In the action column, select the down arrow.
- Select Skip this one.
The bill reminder will now display to the next scheduled payment after the payment you chose to skip.
What can I do?
What do I need to know before getting started?
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When you set up a bill reminder, Quicken reminds you when it's time to make the payment.
The online payment service also lets you schedule payments another way by allowing you to send your online payment instructions ahead of time for both single and multiple payments. This way, you don't need to be reminded of anything. Just set the delivery date and send the instruction. In addition, the online payment service has a special type of payment called a repeating online payment. You send one online payment instruction that specifies the payment amount, as well as how often and the number of times to make that payment. The processor processes the instruction for the number of times you specify and for the appropriate delivery dates. You don't need to send the online payment instruction again. The payments continue until the last payment you specify is made or until you cancel the repeating online payment instruction. Many people who use the online payment service like to set up repeating online payment instructions to pay regular bills that are always the same amount, such as car payments. |
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You can pay bills online from within your Quicken investment account if you sign up and activate your investment account for Quicken Bill Manager. You can then create a bill reminder from your investment account, or set up a repeating online payment series for any of your regular cash transactions. Use the Manage Bill & Income Reminders dialog to set up recurring dividend and interest transactions for investment accounts. For other recurring investment transactions (for example, dollar cost averaging, DRIPs, or other transactions that involve purchases on a regular basis), set up a memorized investment transaction and then assign it to the Investment Scheduled Bills & Deposits group. |