View your bill and income reminders

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 simply alert you, or Quicken can enter a transaction into the register for you automatically.

•   Tell me a bit more about how reminders work

  At startup, Quicken checks for bill and 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:

  • 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.

Your reminders can be viewed here

•   On the Bills tab
  1. Click the Bills tab.
  2. If necessary, click the Bill Reminders tab to display a list of your upcoming reminders.
  3. For each reminder in the list, choose how you want to handle the reminder.

  For more information, see:

  The Bills tab

•   On the account register
  •   As a transaction in the register

    Showing your upcoming bill reminders in an account register lets you see the affect of those transactions on your running account balance.

    1. OpenOpen the register of the account that you selected for the reminder when you created it.
    2. If necessary, click  (the Register Reminders icon) and set how far in advance to display the reminders.
    3. For each reminder in the register, choose what you want to do:
       •   Enter this reminder

         Click Enter this reminder to add the selected reminder to the register. This is necessary because a reminder that displays in your register is there to remind you of an upcoming transaction and help you project your cash flow. A reminder is not an actual register transaction until you enter it.

         After you click Enter this reminder you will have the opportunity to make changes, for example to the amount, as it is being entered.

         •   Why don't I see this option?

           Enter this reminder is not available:

           • If you told Quicken to Automatically Enter a reminder into the register when you set it up. In this case, you're done. The reminder has already been entered.
           • If you selected a reminder that is not the next reminder due. Reminders must be entered into the register in the order in which they are due.
       •   Skip this one
         Click Skip this one to remove the selected reminder from the register, but leave any future reminders unaffected. If you want to remove all instances of a reminder, choose Delete this instance and all future instances instead.

         •   Why don't I see this option?

           Skip this one is not available if you have selected a reminder that is not the next reminder due. Reminders must be entered into the register in the order in which they are due.

       •   Edit this instance
         Click Edit this instance to change how the selected reminder is set up. For example, you might want to change when it's due, or the method of delivery.
       •   Edit this instance and all future instances
         Click Edit this instance and all future instances to change how the selected reminder, and all future reminders, are set up. For example, you might want to change the account the reminder is linked to, or the category that's assigned to it.
       •   Delete this instance and all future instances
         Click Delete this instance and all future instances to remove the selected reminder from the register, and delete the reminder from Quicken so that it never appears again.

    For more information see:

    • Project cash flow and work with reminders in a register
  •   As a transaction on the Bill and Income Reminders tab
    1. Open the register of the account that you selected for the reminder when you created it.
    2. Click the Bill and Income Reminders tab at the bottom of the register.
    3. For each reminder in the list, choose how you want to handle the reminder.
•   On the Manage Bill & Income Reminders List
  1. Choose Tools menu > Manage Bill & Income Reminders.  (Do it for me)
  2. For each reminder in the list, choose how you want to handle the reminder.
•   On the Home tab
  1. Click the Home tab.
  2. (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.
  3. For each reminder in the snapshot, choose how you want to handle the reminder.
•   On the Business tab

  Available in Quicken Home & Business only.

  1. Click the Business tab.
  2. Click the Cash Flow button.
  3. If necessary, scroll to view the Business Reminders snapshot below the In/Out/What's Left snapshot.
  4. For each reminder in the list, choose how you want to handle the reminder.
•   On your Microsoft Outlook Calendar

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

For more information, see:

• Create a bill or income reminder
• Handle bill and income reminders that are due
• Set up a paycheck