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Chances are your bills don’t all arrive on the same day. They trickle in, and you try to pay each one in a timely fashion. To save time and effort, you can have Quicken remind you when a bill is due, then you can pay the bill the way you usually do: with a check, an online payment, or a direct withdrawal.

Remember to tell Quicken about your income, and when you expect it. Then when payday comes around, Quicken can enter your paycheck in the register automatically. You may need to make a few adjustments to the amounts, but entering at least an estimate of your paycheck is important if you want to use the Projected Balances graph.

This section covers the tools that help you track your personal cash flow. If you purchased Quicken Home & Business, you'll have additional tools that can help you track business cash flow as well.

 Create a 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. 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
    • Income Reminder
    • Transfer Reminder
    • Invoice Reminder
  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.
  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.
    • Tell me more
  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
      • Remind me [n] days in advance
        Select this option to enter the number of days in advance of when the reminder is due that you want to be reminded of it.

      • Automatically enter the transaction in the register [n] days before the due date

        Select this option to enter the number of days in advance of when the reminder is due that you want to trigger the reminder and automatically enter it as a transaction in your register.

      • Use only business days for reminder

        Select this option to count only business days when calculating the reminder due date. Quicken will disregard holidays and weekends.
    • Related website
    • Estimate amount for me
    • Sync to Outlook
    • Print check with Quicken
    • Make this a repeating online payment
  9. Click Done. The Set Up Bill Reminder window is displayed with details of the reminder.
  10. If you want to link this reminder to a biller, click Link it Now. Learn more about linking reminders to billers in Quicken. Go to the section Use the Online Bills tab to work with aggregated bills and billers > Link reminders to billers/bill accounts.
  11. Search and select the required biller. Enter the credentials you use to sign into the biller website and follow the sign in process.
  12. Click Next. After the reminder is successfully linked to the biller, click Close.
  13. If you want to continue linking another bill reminder, click Link Another Bill and follow the above procedure.

For more information, see:


 Delete a reminder
  1. Go to Tools menu > Manage Bill and Income Reminders
  2. Select the reminder you want to delete.
  3. On the Bills and Income Reminders menu, select Delete.
  4. Click OK. The reminder will be deleted.
 Turn off reminder suggestions
  1. Go to Tools menu > Manage Bill and Income Reminders
  2. Click on the Options drop-down menu.
  3. Click on Suggest Reminders
  4. Uncheck the option Review my accounts for reminders to suggest.

What can I do?

What do I need to know before getting started?

 What's the difference between a bill reminder and a repeating online payment?

When you set up a bill reminder, Quicken reminds you when it's time to make the payment.

  • If it's an online payment, Quicken reminds you to send the instruction (if you haven't already sent it).
  • If it's a paper check, Quicken reminds you to print or write it.

The online payment service also lets you schedule payments another way by allowing you to send your online payment instructions ahead of time for both single and multiple payments. This way, you don't need to be reminded of anything. Just set the delivery date and send the instruction.

In addition, the online payment service has a special type of payment called a repeating online payment. You send one online payment instruction that specifies the payment amount, as well as how often and the number of times to make that payment. The processor processes the instruction for the number of times you specify and for the appropriate delivery dates. You don't need to send the online payment instruction again. The payments continue until the last payment you specify is made or until you cancel the repeating online payment instruction.

Many people who use the online payment service like to set up repeating online payment instructions to pay regular bills that are always the same amount, such as car payments.

 Do bill reminders work the same way for investment accounts?

You can pay bills online from within your Quicken investment account if you sign up and activate your investment account for Quicken Bill Manager. You can then create a bill reminder from your investment account, or set up a repeating online payment series for any of your regular cash transactions.

Use the Manage Bill & Income Reminders dialog to set up recurring dividend and interest transactions for investment accounts. For other recurring investment transactions (for example, dollar cost averaging, DRIPs, or other transactions that involve purchases on a regular basis), set up a memorized investment transaction and then assign it to the Investment Scheduled Bills & Deposits group.