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How To Set Up Financial Alerts

Updated: 8/11/2011 | Article ID: GEN82296

  1. Choose Tools menu > Alerts Center (Set Up Alerts in older versions).
  2. In the Setup tab, review available alerts by clicking an alert category.
  3. If necessary, click the plus (+) sign to expand the alert category list to the desired level of detail.
    • Cash Flow alerts
      Cash Flow Alerts notify you of significant changes to your accounts. You can set alerts to notify you when your checking account is getting too low, when your credit card bill is getting too high, or when you're simply spending too much money in one area.
    • Investing alerts

      Investment alerts can notify you of significant changes in price, analyst's ratings, and trading volume for a particular security. They can track important events such as maturity dates and changes in holding periods. Capital Gains/Losses alerts can help you manage the tax impact of your investment activities.

      For many investment alerts, Quicken now works with Quicken.com to ensure that you have the most up to date investing information available, as well as updated information from anywhere that you have Internet access. However, to set up Quicken.com, you need to register with Quicken.com and export a portfolio or Watch List.

      Note that investment alerts do not appear if the information that they are based on contains placeholder entries. To view the alert, you first need to resolve the placeholder transaction.

    • Taxes alerts

      Tax alerts notify you of important tax dates, such as April 15. They can also use tax-related Quicken data as stored in the Tax Planner. For example, if you've used Paycheck Setup to schedule your paycheck , information about paycheck deductions is included in each paycheck transaction and stored in the Tax Planner. This information is used to determine if you are withholding enough in taxes. If you are not, a tax alert is triggered. If an alert seems wrong, review your tax information in the Tax Planner.

      Tax alerts are turned on by default whenever you create a new Quicken data file or convert data from a previous version of Quicken.

    • General alerts
      General alerts can notify you of a variety of opportunities, such as when your insurance bill is due so you can shop around for a better policy, or if your mortgage is about to convert from fixed to variable so you can think about refinancing. If you use Quicken Home & Business, you can set up an alert that notifies you when an invoice is past due.
    • Other alerts
      Other alerts may be displayed depending on options offered by your financial institutions.
  4. Click the check box next to the alert you want to set up.
  5. Where applicable, set alert thresholds (such as a minimum account balance amount).
  6. Enter the method you want Quicken to use to alert you (text alert in a list or a pop-up dialog).
  7. Click OK when you're finished setting alerts.

Notes

  • Quicken relies on accurate and complete data to derive investment alerts. To view certain alerts, it may first be necessary to replace placeholder entries with complete historical data.
  • Financial alerts cannot be printed.
  • In addition to the alerts available through the Set Up Alerts window, you can use Quicken's Budget feature to set up budget alerts.
 
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