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Create Scheduled Payments in Quicken

Updated: 11/01/2011 | Article ID: GEN82599

To create a scheduled payment in Quicken:

  1. From the Quicken Home page, either click the Scheduled Bills & Deposits tab and click the Add Bill or Deposit button, or select the Cash Flow menu:
  2. In the Add Scheduled Transaction window, enter the required fields denoted by the red asterisks(*) with Payee Information, Payment Information, and Scheduling frequencies:
    1. Select the account that will be used to pay or receive funds for this transaction.
    2. Select a transaction method. The list of available methods is dependent on the type of account that is selected and whether the account is enabled for transaction download.
    3. Enter information about the transaction amount or the method Quicken should use when estimating the amount.
    4. Enter scheduling information, such as the starting date and the frequency with which the transaction needs to reoccur.
    5. (Optional) Click Options to set the options for scheduled transactions.

      Note: When selecting the frequency, be sure to select when to let the series end.
  3. Click OK.

For additional information, please refer to the following Quicken support articles:

 
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