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Bill and income reminders make paying your bills a lot easier. When reminders become due, you can choose what happens next—Quicken can simply alert you, or Quicken can enter a transaction into the register for you automatically. When you finish setting up your bill and income reminders, Quicken can project your spending account balances into the future.

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1. Click the Bills & Income tab. Be sure you are either in the Bills tab or (if you have combined tabs) are in the Bills, Income & Transfers tab.
2. Near the top right side of the screen, select the plus sign and select Online Bill.
   
3. Type in or select the name of your online biller. 
   

4. For your online account, enter your login information. It may take some time to process the login and sync the account.
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   If an error occurs, check your login info and try again. You may want to log in to the payee's website, just to be sure it accepts your information.

   
   

5. Click Done when complete. Your bill is now linked and you will get reminders when the bill is due.

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1. Click the Bills & Income tab.
2. Be sure you are either in the Income & Transfers tab or (if you have combined tabs) are in the Bills, Income & Transfers tab.
3. Depending on your tab, you'll have different options for adding an Income Reminder.
   • At the top right of the Income & Transfers screen select Add → Income Reminder.
     
   • At the top right of the Bills, Income & Transfers screen select the plus sign, then Add Income Reminder.
     
4. In the From field enter the name you want to use for your income source. You can also choose from existing payees.
   
5. Select Next. 
6. Enter the key income information:
   

   • Due next on:  The next due date for that income Quicken will base its future reminders on that date. use the Change link to make further adjustments, such as changing How often the income is planned for and setting an End date for reminders if the income schedule is temporary.

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     title Table of periodic payments
     Frequency Explanation Weekly The transaction repeats every [n] weeks on a specified day of the week. Monthly The transaction repeats every [n] months on a specified date (for example, the 4th) or a specified day (for example, the first Thursday). Twice a month The transaction repeats twice monthly on two specified dates (for example, the 4th and the 15th), or on one specific day plus the last day of the month. Quarterly The transaction repeats four times per year (every three months), based on the specified start date. Yearly The transaction repeats once each year on the specified start date. Twice a year The transaction repeats twice yearly on two specified dates (for example, December 10th and April 10th). This option is perfect for property tax reminders. Only once The transaction occurs just one time, on the specified start date. It does not repeat. To pay estimated taxes The transaction repeats on the dates shown when the option is selected.

     
     

   • Amount Due: This is the amount you expect to receive every time. If the Amount Due will change over time either put in your best approximation or, click Optional Settings and edit the Estimate amount for me settings. See step 8.
   • Account: Choose the bank account you expect the income to be added to.
7. Click inside the Details panel to enter or change any details (Category, Tag, Memo). The split transaction option is available for Category.
   
8. Add or edit the Optional Settings for the reminder.
   
   • Remind me [n] days in advance

     • Remind me [n] days in advance
       Select this option to enter the number of days in advance of when the reminder is due that you want to be reminded of it.

     • Automatically enter the transaction in the register [n] days before the due date

       Select this option to enter the number of days in advance of when the reminder is due that you want to trigger the reminder and automatically enter it as a transaction in your register.

     • Use only business days for reminder

       Select this option to count only business days when calculating the reminder due date. Quicken will disregard holidays and weekends.
   • Related website

     Select this option to enter a Web address (URL) for the payee or financial institution. This is linked to in the Web column of the Manage Bill & Income Reminders list.

   • Estimate amount for me

     If your payments vary, Quicken can estimate an amount to use for the reminder when it is due. Select one of the following:

     • Fixed amount. Turn off this feature. Quicken will always use the same amount for the reminder.
     • Previous payments. Calculate an average amount for the reminder, based on your last [n] payments.
     • Time of year. Use the same amount as last year for the reminder. This is great for utility bills or other reminders that have seasonal variations.

     If you decide to use this feature, an edit icon displays next to the amount in the reminder dialog. Click the edit icon to make further changes, as necessary. Note that this feature is not available for invoice reminders.

   • Sync to Outlook

     Select this option to transfer the reminder to your Microsoft Outlook calendar.

     To learn more, see Sync your Quicken reminders with Outlook.

9. Click Done. Your reminder will be added.

For more information, see:

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