• Status: The payment status of your bills.
  • Know more about the status of your bills
    • UPCOMING: Due after 3 days.
    • DUE SOON: Due within the next 3 days.
    • DUE TODAY: Due today.
    • PAID: The bill is paid.
    • OVERDUE: The due date is passed, but the bill is not yet paid.
• Due Date: The date when the bill is to be paid.
• Bill: The payee name that you provided for the manual bill; the biller name and the account name/number for the online bill.
  • The Context menu/Down Arrow icon next to Enter/Edit button: Click the Context menu/Down Arrow icon next to Enter/Edit button to:
    • Pay your bills using your Quicken bill pay or Bank bill pay accounts linked in Quicken.
    • View your biller details, statements, Bills over time and manage your bill settings
    • Edit and delete your manual bill instances
    • View the transaction history of the bill.
    • Refresh and get the latest bill details from the biller website.
    • Link/Unlink a reminder.
    • For credit card bills, select whether the total amount due or the minimum amount due must be the default amount displayed in the Amount Due column.
• View Bill statements/Folder Icon: Tapping the folder icon would display your bill statements that we scrape from the biller website.
• Amount Due: The amount due to be paid to the biller or payee. For credit card bills, this column displays the total amount as well as the minimum amount that is due on the credit card. Use the Context menu/Down Arrow icon in the Bill column to specify whether the total amount or the minimum amount must be the default/highlighted amount. This highlighted amount then reflects across all your future bills and when you enter/pay this bill; this amount is considered.
• Action: The actions you can take on the bill. See the below section for details.

To get started, go to the Bills & Income > Bills tab and click Get Started. You can start by adding online billers for aggregation or by adding a manual bill. However, if you've already added manual bills, you can directly link them to online billers.

Add billers whose bills you want to view in Quicken. To add a biller:

1. If you don't have bill set up, click the + button. However, if you already have manual bills set up, Quicken displays a list of manual bills that you've set up. Select the required reminder and link it to the online biller from the context menu/Down arrow against the Manual bill.
2. Search and select the required online biller. Ensure that you use the business name and not the nickname.
3. Enter the credentials you use to sign into the biller website and follow the sign in process. This is important to automatically scrape bill details from the biller website.
4. Click Next. After the biller is successfully added, click Close. You can see the biller under the Manage Billers menu under the settings/gear icon next to the + (Add biller) button.

5. If you need to add more billers in future, click the + Add New Bill button and follow the steps.

   The Manage Online Billers tab displays all the billers/bill accounts that you have enabled for aggregation in Quicken. There are two options:

   • Click Edit Password to change the biller/bill account password. You may need to edit the password if you changed it in the biller website and you want to update the same in Quicken.
   • Click Remove to remove the biller account from Quicken.

• When adding or editing a new biller
  This is explained in the above section Add billers/bill accounts.

• From the Bills page
  Click the Context menu/Down arrow button next to the bill and select Link to reminder. You can either select an existing reminder or create a new reminder by clicking Create a new manual bill.

• When adding a new manual bill
  1. Go to the Bills & Income > Bills tab and click + > Add manual bill.
  2. Enter the payee name, date, amount and other details on the form.
  3. Click Done. Quicken prompts you to link the reminder to a biller.
  4. If you wish to link, click Link It Now. Search and select the required biller name.
  5. Enter the credentials you use to sign into the biller website and complete the sign in process.
  6. After the reminder is successfully linked to the biller, click Close.

• When editing a reminder/Manual Bill
  1. Go to the Bills & Income > Bills tab and select the Manual bill you'd like to edit (Edit all instances of the bill from the Context/Down arrow button ).
  2. Click Edit. Specify whether you want to edit the selected instance or all the future instances.
  3. Edit the required details and click Done.
  4. If this reminder is not linked to a biller, you can link it now. Click Link It Now. Search and select the required biller.
  5. Enter the credentials you use to sign into the biller website and follow the sign in process.
  6. Click Next. After the reminder is successfully linked to the biller, click Close.

• From a Manual bill menu
  1. Go to the Bills & Income > Bill tab.
  2. Select the required Manual Bill and click Context menu/ down arrow button.
  3. Select the menu option Link to Online biller.
  4. Enter the credentials you use to sign into the biller website and follow the sign in process.
  5. Click Next. After the reminder is successfully linked to the biller, click Close.

By default, Quicken fetches the latest bill details from the biller website every night. Click Spinner icon/ Update All (Next to + icon) to view the details that were last fetched. However, if you want to get the latest details directly from the biller website, click the Settings/Gear icon next to the bill name and select Refresh from Biller.

Important Note: Bills that require Multi Factor Authentication from the biller website are not refreshed every night. You need to go through the biller's authentication process to get the latest bill.

• Pay:  Pay your bills from Quicken

  Learn more about online Bill Pay. Once you set up online bill pay, you can pay your Online & Manual bills directly from Quicken:

  1. On the Bills tab, click Pay against the bill to be paid.
  2. Choose the right payee for the online biller on the Enter Payment transaction dialog. In the Account to use field, select the bill pay account from which you would like to pay. Select the Default date as bill due date or earliest payment date and click Enter transaction. The bill is entered as a manual transaction in the selected account.
  3. Quicken displays the number of bills that are ready to be paid. Click Send Now. Depending on your online payment set up, the payment instructions are sent to the financial institution.
• Enter: Click Enter next to the bill. In the Enter expense transaction window displayed, edit the required details and click Enter Transaction.
  • The bill is entered as a manual transaction in your Quicken register.
  • The bill and its associated reminder are marked as paid.
  • Your register balance displays this payment as a manual transaction.
  • When you download the actual transaction from your bank. you can reconcile with this manual transaction.
  • If you are using Bill Pay, the amount is paid when you update your accounts.
• Mark as paid: Click Mark as Paid next to the bill. The bill instance is marked paid without an entry in your Quicken register. You can use this option if you paid the bill by cash or you paid excess a bill previously.
  • You can also use the
   
  • Mark all overdue bills as paid option from the menu to mark multiple unpaid/overdue bills as paid.
• Ignore: Click Ignore next to the bill. The bill instance is skipped without an entry in your Quicken register. You can use this option if the bill is not applicable to you.
  • You can also use the
   
  • Ignore all overdue bills for this biller option from the menu to ignore multiple unpaid/overdue bills.

You can choose to view your bills dashboard in Biller Name view or Due date view, by picking the right view from the drop down on the bills tab.

Biller Name View: Bills are displayed in an alphabetic order of the name of the biller.

Due Date View: Bills are displayed based on due date/status of the bills.

Stack View: Bills are displayed as a virtual stack. The stack is filtered by due date. Each bill reminder is represented on a time line below the stack. Click a reminder to work with it.

Calendar View: The Financial Calendar displays a familiar monthly calendar interface to view your scheduled reminders. Click a date to work with the reminders for that date.

• When a new bill arrives.
• When a bill is due.
• When a bill is overdue.
• When a biller needs your attention.
• Manage bill email alerts T
  o manage your bill alerts, Click the Settings/Gear  icon (Next to bill update icon). Select the menu option
   Manage Bill Email Alerts. Here you must be able to select or unselect the type of alerts you wish to receive emails, by checking or unchecking the checkbox against each of the alert type.

• Click the Settings/Gear icon next to the bill name and select Unlink from (biller name).
• Go to the Manage Reminders tab. If a reminder is linked to a biller, the biller name is displayed in the Linked to Biller column. Right-click the required bill and select Unlink from biller.
• Go to the register of the Quicken account associated with the bill reminder. Click the Bill and Income Reminders tab, right-click the required bill and select Unlink from biller. Alternatively, you can also unlink when you select the option to edit all instances of the reminder.