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How do I setup Bill and Income Reminders

Updated: 10/31/2013 | Article ID: GEN85958

Learn how to create Bill and Income Reminders.

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.

  1. Click the Bills tab.
  2. Choose Add Reminder, and then select the type of reminder that you'd like to create.
    • 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.
    • Income Reminder
      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.
    • Transfer Reminder
      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.
    • Invoice Reminder
      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.
  3. Add or edit the Due Next On date, or click the edit icon to change the following options:
    • Start Date
    • How Often
    • End Date
  4. Add or edit the Amount due, or click the edit icon to change the following options:
    • Enter a fixed amount
    • Let Quicken estimate the amount.
  5. Select the Account.
    • From/To
  6. 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.
  7. Add or edit the reminder Details.
    • Category
    • Tag
    • Memo
  8. Add or edit the Optional Settings for the reminder.
    • Remind me [n] days in advance
    • Related website
    • Estimate amount for me
    • Sync to Outlook
    • Print check with Quicken
    • Make this a repeating online payment
 
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