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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:

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