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At startup, Quicken checks for bill and income reminders that are due or past due (that is, if they have become due since the last time you used Quicken). If it finds any, one of two things will happen:
- If you selected Automatically Enter when you created the reminder, Quicken enters it as a transaction in a register automatically, without asking you for confirmation.
- If you selected Remind Me when you created the reminder, Quicken displays it in several convenient locations, where you can choose how you want to handle the reminder.
How you choose to handle your reminders in one area is reflected in all other areas of Quicken, so work wherever you feel comfortable.
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- Click the Bills tab.
- If necessary, click the Bill Reminders tab to display a list of your upcoming reminders.
- For each reminder in the list, choose how you want to handle the reminder.
For more information, see:
The Bills tab& Income Overview
On the account register as a transaction in the register
Showing your upcoming bill reminders in an account register lets you see the affect effect of those transactions on your running account balance.
- Open the register of the account that you selected for the reminder when you created it.
- If necessary, click
(the Register Reminders icon) and set how far in advance to display the reminders.
- For each reminder in the register, choose what you want to do:
For more information see:
As a transaction on the Bill and Income Reminders tab
- Open the register of the account that you selected for the reminder when you created it.
- Click the Bill and Income Reminders tab at the bottom of the register.
- For each reminder in the list, choose how you want to handle the reminder.
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- Choose Tools menu > Manage Bill & Income Reminders.
- For each reminder in the list, choose how you want to handle the reminder.
On the Home tab (Classic Dashboard)
Note: This feature is not currently available if you are using the new Modern Dashboard.
- Click the Home tab.
- (Optional) In the Stay on Top of Monthly Bills snapshot, choose Options > Change date range to select the time period you'd like to see.
- For each reminder in the snapshot, choose how you want to handle the reminder.
On the Business tab
Available in Quicken Home & Business only.
- Click the Business tab.
- Click the Cash Flow button.If necessary, scroll to view the Business Reminders snapshot below the In/Out/What's Left snapshot.For each reminder in the list, choose how you want to handle the reminder.
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To learn more, see Sync your Quicken reminders with Outlook.