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.
To create bill and income reminders
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Create an Online Bill Reminder
Use bill reminders for your recurring expenses, such as your monthly gas bill, or your annual property tax payment.
In the Pay to field, type the name of the payee. As you type, Quicken tries to find a match in the Memorized Payee List. If Quicken finds a match, select the payee from the displayed list; if doesn't find a match, continue typing to create a new payee.
Click Next when you are done, and then continue with Step 3, below.
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Use income reminders for your recurring deposits, such as the net amount of your paycheck.
If you want track the gross amount of your paycheck, and then categorize and track your payroll deductions and taxes, use the Paycheck Setup wizard instead.
In the From field, type the source of the income. As you type, Quicken tries to find a match in the Memorized Payee List. If Quicken finds a match, select the payee (the income source) from the displayed list; if it doesn't find a match, continue typing to create a new payee.
Click Next when you are done, and then continue with Step 3, below.
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Use transfer reminders to help you remember to move money between your accounts.
In the Payee field, type a description of the transfer. As you type, Quicken tries to find a match in the Memorized Payee List. If Quicken finds a match, select the payee (the transfer description) from the displayed list; if it doesn't find a match, continue typing to create a new payee.
Click Next when you are done, and then continue with Step 3, below.
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Use invoice reminders (available in Quicken Home & Business only) to schedule recurring business invoices and payments. For example, you can schedule monthly reminders to send invoices to your customers. Or you can remind yourself to make monthly payments to one of your vendors.
Learn more about creating invoice reminders in Quicken.
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The date of the next occurrence of the reminder.
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Get reminders for online bills. Enter the login information for the biller's site. Quicken automatically contacts the site and determines amount due and due date based on the information on the site.
- 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.
- Near the top right side of the screen, select the plus sign and select Online Bill.
- Type in or select the name of your online biller.
For your online account, enter your login information. It may take some time to process the login and sync the account.
Info 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.
- Click Done when complete. Your bill is now linked and you will get reminders when the bill is due.
Create a Manual Bill Reminder
- 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.
- Near the top right side of the screen, select the plus sign and select Manual Bill.
- Select or enter a payee. Usually, you want to set up a reminder for an existing payee, which means you can just start typing their name and they should appear. Alternatively, you can enter the name of a new payee.
- Enter the key billing information:
Due next on: The next due date for that bill Quicken will base its future reminders on that date. use the Change link to make further adjustments, such as changing How often the bill comes due (such as quarterly or annually) and setting an End date for reminders if the bill is temporary.
Expand 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 pay every month. 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 six.
- Account: Choose the bank account you expect the money to be withdrawn from.
- Click inside the Details panel to enter or change any details (Category, Tag, Memo). The split transaction option is available for Category.
- Add or edit the Optional Settings for the reminder.End date
- Add or edit the Amount due, or click the edit icon to change the following options: Select the Account.From/To Account
- If this is a transfer reminder, select two accounts: a From Account and a To Account.
- If this is an income reminder and the To Account is an investing account, select the income Type (Deposit, Dividend, or Interest) and Security (if applicable).
- If you are creating a bill reminder and the account is enabled for bill pay, select Use Online Bill Pay to pay the bill online.
- Add or edit the reminder Details.
- Click Done. Your reminder will be added.
Select the account you'll use to pay or receive funds for the transaction.
Create a Transfer Reminder
- Click the Bills & Income tab.
- Be sure you are either in the Income & Transfers tab or (if you have combined tabs) are in the Bills, Income & Transfers tab.
- Depending on your tab, you'll have different options for adding a Transfer Reminder.
- At the top right of the Income & Transfers screen select Add → Transfer Reminder.
- At the top right of the Bills, Income & Transfers screen select the plus sign, then Add Transfer Reminder.
- At the top right of the Income & Transfers screen select Add → Transfer Reminder.
- Enter a short Description of the transfer such as Vacation Fund Transfer.
- Select Next.
- Enter the key transfer information:
Due next on: The next due date for that transfer. Quicken will base its future reminders on that date. Use the Change link to make further date adjustments, such as changing How often the transfer will occur and setting an End date for reminders if the transfer schedule is temporary.
Expand title Table of periodic transfers 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 transfer 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.
- From Account: Choose the bank account you want the money to be transferred from (the source of the funds). You will still need to make the transfer yourself, this is just a reminder.
- To Account: w
- Click inside the Details panel to enter or change any details (Tag, Memo).
- Add or edit the Optional Settings for the reminder.
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For more information, see:
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Select this option if you plan to print the transaction on a paper check.
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Select this option to create a repeating online payment instruction for the reminder.
A repeating online payment is a series of online payments to a specific payee, for a set amount, on a schedule that you choose.
The repeating payment instruction is sent to an online bill pay service, such as Quicken Bill Pay or your financial institution, and they make payments on your behalf on the scheduled dates. You do not need to send the payment yourself each time it is due. This is a good choice for long-term payments of the same amount. Just be sure you keep enough money in your account to cover the payment when it is due.
This option is available only for accounts that are activated for online bill payment.
To activate online bill payment, choose Tools menu > Account List, click the Edit button next to the account to you want to activate, click the Online Services tab, and then click the Set up now button.
- Click Done. Your reminder will be added.
Create an Income Reminder
- Click the Bills & Income tab.
- Be sure you are either in the Income & Transfers tab or (if you have combined tabs) are in the Bills, Income & Transfers tab.
- 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.
- At the top right of the Income & Transfers screen select Add → Income Reminder.
- In the From field enter the name you want to use for your income source. You can also choose from existing payees.
- Select Next.
- 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.
Expand 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.
- Click inside the Details panel to enter or change any details (Category, Tag, Memo). The split transaction option is available for Category.
- Add or edit the Optional Settings for the reminder.
- Click Done. Your reminder will be added.
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