Create new scheduled transactions

In Quicken, you can schedule reminders for your bills to save time and help you remember to pay them when they're due. Many bills, such as rent and insurance payments, occur at regular intervals and are always for the same amount. Other bills occur less regularly, or the amount may vary. You can schedule reminders for all your bills, even if the amount and frequency vary. You can also schedule reminders for income and cash transfer transactions, such as a paycheck and monthly transfers from checking to savings. These are referred to as bill reminders or scheduled transactions.

After you schedule a transaction, Quicken can automatically match it to a downloaded transaction. You can also select the transaction and click the Paid icon in the register toolbar. You can then enter the transaction into your register manually.

Add a new bill reminder

  1. From Bills & IncomeBills, select + New Bill.
    images/download/attachments/8421758/2021-09-17_09-27-49.png

  2. In the Add a New Bill window, select Track.

  3. Select either eBill for bills you want to access online (through the biller's website) or Other Bill or Income for bills you will track manually. Follow the on-screen instructions.

    • For eBill you will need to find your online biller on the list and enter the login information you use for their website.

    • For Other Bill or Income you will enter the following information then select Next:

      • Payee

      • Category

      • Account

      • Amount

      • Payment method

      • Mark as Paid

        images/download/attachments/8421758/addanewbill.png

        You will need to enter your billing Frequency and Starting Date, then select Next.

        images/download/attachments/8421758/AddANewBillSchedule.png
  4. A success screen will appear confirming your bill information. Select Done.

Add a new Income reminder

  1. From Bills & IncomeIncome, select + New Income.
    images/download/attachments/8421758/2021-09-17_10-23-55.png

  2. In the Add a New Income window, enter the following information:

    • Payee

    • Category

    • Account

    • Amount

    • Mark as Deposited

      • I'll do it myself

      • Automatically

      • Before scheduled date

  3. (Optional) Click the arrow to add any Tags, a Memo, or an Action.

    images/download/attachments/8421758/tagmemoaction.png
  4. Select Next.

  5. Enter the Frequency and Starting Date for your reminder, such as Monthly, starting on October 1st.

    images/download/attachments/8421758/frequency.png

  6. Select Next. A screen will appear with a summary of your reminder.

  7. Select Done.