Quicken 2003 Dlx - alerts/reminders question


D

davidl

Hello all experienced users,

I've been using Quicken (2003 Dlx) for some time and I'm pretty happy with
it, but I'm missing one feature and not sure if I maybe overlooked it
somewhere?

I'd like to be alerted if certain payments (each month repeating utilities
bills and such) are not processed during the usual period - I don't have
most payments setup as scheduled transactions, because the amounts
(sometimes considerably) differ each month. I still don't want to forget to
pay a gas bill for instance, maybe because the bill got lost in the junk
mail. I'm sending payments through Quicken as the bills arrive, either as
paper invoices or e-bills.

Is there a way to be reminded in Quicken2003 about these repeating (but not
scheduled) payments so one wouldn't forget? I thought that I could possibly
setup some reminders for myself in Outlook instead, but seems a bit awkward
if I have "sophisticated" personal finance managment software...

Thanks for info, and apologize in advance if this is a somewhat silly
question :)

Dave
 
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D

Don W.

With your checking account open click Options; View Scheduled Transactions.

Or, Under Scheduled Transactions you can set a reminder for <x> days before
your set due date. Remember a scheduled transaction does not have to be a
set amount. Once it's in your ck register you make it anything you want.

Does this help?

Don
 
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D

davidl

Don W. said:
With your checking account open click Options; View Scheduled Transactions.

Or, Under Scheduled Transactions you can set a reminder for <x> days before
your set due date. Remember a scheduled transaction does not have to be a
set amount. Once it's in your ck register you make it anything you want.

Does this help?

Don
Don,
thank you for the reply.

OK, I setup a "test-reminder" scheduled transaction, and set the amount to
$0.00 - this way I'll get the reminder on or before the scheduled date..I
think this could possibly work. When I'll send the payment tot the
particular payee, I'll mark it as skipped. Or, I can just setup those
transactions according bills we receive, and go from there...

I had previously scheduled several "automated" transactions - this is what
confused me I think. The transaction doesn't have to be automatically
processed actually....
Yes, this helped...

Thanks again!

Regards
Dave
 

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