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- Choose Tools menu > Manage Bill & Income Reminders.
- Select the group that you want to delete.
- Click Delete.
Click OK to confirm that you want to permanently remove the group.
Info title What happens to the transactions that made up the group? If you delete a transaction group, the memorized transactions included in the group remain in the Memorized Payee List.
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Use these procedures to schedule recurring investment transactions other than dividend and interest payments (for example, dollar cost averaging, DRIPs, or other transactions in which there are purchases on a regular basis). Dividend and interest transactions for investment accounts can now be handled as straightforward bill and income reminders. Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken—better yet, download them directly from your participating financial institution. |