Handle bill and income reminders that are due
reminder
bill reminder
income reminder
transfer reminder
invoice reminder
Bill and income reminders make paying your bills a lot easier. When reminders become due, you can choose what happens next—Quicken can
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alert you, or Quicken can enter a transaction into the register for you automatically.
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| title | Tell me a bit more about how reminders work |
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At startup, Quicken checks for any bill |
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or income reminders that are due or past due (that is, they have become due since the last time you used Quicken). If it finds any, one of two things will happen: |
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- when you created the reminder, Quicken automatically enters it as a transaction in a register
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How you
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handle your reminders in one area is reflected in all other areas of Quicken, so work wherever you feel comfortable.
For each reminder that is due
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, one or more of the following options will be available for each of your reminders.
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Choose what you would like to do.
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Enter
Click Enter (or Enter this reminder) to add the reminder to the register. You will have the opportunity to make changes, for example, to the amount
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- Where is the Enter button?
The Enter button does not appear:
- If you told Quicken to Automatically Enter a reminder into the register when you set it up. If this is the case, you may see (Auto) displayed instead of Enter.
- If you have selected a reminder in a register that is not the next reminder due.
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- enter reminders into the register in the order in which they are due.
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Enter All
Click Enter All (or Enter all overdue reminders for this payee) to add all the overdue reminders to the register. A reminder
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in your register reminds you of an upcoming transaction and helps you project your
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cash flow. A reminder is not an actual transaction until you enter it. You won't be able to change the details of instances of a reminder. They are entered as per the original setup.
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Skip
Click Skip (or Skip this one) to ignore the reminder this time but resume the
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regular schedule in the future.
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| title | Why don't I see this option? |
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one option is not available if you have selected a reminder that is not the immediate next due reminder. Reminders must be entered into the register in the order in which they are due. |
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Skip All
Click Skip All (or Skip all overdue reminders for this payee) to skip all the overdue reminders but resume the
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regular schedule in the future.
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| title | Why don't I see this option? |
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Skip All option is not available if you have selected a reminder that is not an overdue reminder. |
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Edit
Click Edit (or Edit this instance; or Edit this instance and all future instances) to change the reminder. For example, you might want to change its schedule, or method of delivery.
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Pay
Click Pay to send an online payment instruction that was previously entered into the register. This option sometimes appears as Send in Quicken.
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Go to Register
Click Go to Register to edit a scheduled reminder that was previously entered into the register.
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Print
Click Print to print a check that was previously entered into the register.
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Show Payment History (Stack View only)
Click Show History to view the payment history of a bill or income reminder. This option is available only in the Stack View. (Choose Bills tab > Upcoming > View as > Stack.)
For more information, see:
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To delete a reminder - Go to the Bills & Income tab. The default will be to view Bills, but you can pick the sub-tab Income & Transfers if the reminder is for one of those transaction types.
- For the reminder you want to delete, go to the Action column and click the down-arrow for the transaction you want to delete.
Select Delete this instance and all future instances. You also have the option to skip a single reminder using the Skip this one option. - You will be asked to confirm your choice. Click Yes.
The reminder will be deleted. |
