How do I use the Bills tab


Use the Bills tab to set up scheduled reminders of your upcoming bills and income. 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.

Based on the bill and income reminders that you set up, and the transactions that are already in your register, Quicken can project your future spending account balances.

Get started with the Bills tab

  • Use the Upcoming page to work with bill and income reminders
    1. Click the Bills tab.

    2. Click the Upcoming button.

    3. Choose how you'd like to view your reminders:
    • As a Stack

      This is a virtual "stack" of your bills and income—sort of like if you were sitting at your kitchen table paying your bills. The stack is filtered by the number of days from today that they become due. Each bill or income reminder is represented on a timeline below the stack. To work with a reminder, click it.
    • As a List
      This is a listing of your upcoming bills and income reminders, filtered by the number of days (or months) from today that they become due.
    • As a Calendar
      The Financial Calendar displays a familiar monthly calendar interface in which to view your scheduled reminders. To work with the reminders on a specific date, click that date. If you need assistance, click the Help icon.
    • As a Monthly List
       This is listing of your upcoming bills and income reminders, filtered by the single month of your choosing.

     4. Choose how you'd like to handle each reminder:

    • Enter
      Click Enter (or Enter this reminder) to add the reminder to the register. You will have the opportunity to make changes, for example to the amount, as it is being entered.
      • Where is the Enter button?
        The Enter button does not appear:

        • If you told Quicken to Automatically Enter a reminder into the register when you set it up. If this is the case, you may see (Auto) displayed instead of Enter.

        • If you have selected a reminder in a register that is not the next reminder due. Reminders must be entered into the register in the order in which they are due. 
    • Skip
      Click Skip (or Skip this one) to ignore the reminder this time but resume the normal schedule in the future.
    • Edit
      Click Edit (or Edit this instance; or Edit this instance and all future instances) to change the reminder. For example, you might want to change its schedule, or method of delivery.
    • Pay
      Click Pay to send an online payment instruction that was previously entered into the register. This option sometimes appears as Send in Quicken.
    • Go to Register
      Click Go to Register to edit a scheduled reminder that was previously entered into the register.
    • Print
      Click Print to print a check that was previously entered into the register.
    • Show Payment History (Stack View Only)
      Click Show History to view the payment history of a bill or income reminder. This option is available only in the Stack View. (Choose Bills tab > Upcoming > View as > Stack.)

    5. To add a reminder, click Add Reminder and then choose the type of reminder you'd like to create—bill, income, or transfer. Learn more...
    6. To add a recurring paycheck, click Add Reminder and then choose Paycheck Reminder. Learn more...  

  • Use the Projected Balances page to view future balances
    1. Click the Bills tab.

    2. Click the Projected Balances button.

    3. Select the spending accounts you are interested in. To keep things simple, you might want to select only your primary checking account—the account you pay the majority of your bills out of.

    4. Select the time range you want to project balances for. Because this is a projection of your balances, the available selections begin today with today's date and look forward.

    About the Projected Balances graph

    • Balance projections are based on your current account balance, future transactions that you've already entered into your register, and future scheduled reminders. The graph does not consider your historical transactions, budget items, or projected interest income in its calculations.
    • Below the graph is a legend that identifies each account.
    • Various markers may appear on each projected balance graph line:
      • A green dot marks a date on which there is activity that results in a positive account balance. To view the activity, click the green dot.
      • A yellow triangle marks a date on which there is activity that results in an account balance that switches from positive to negative. To view the activity, click the yellow triangle.
      • A white dot marks a date on which there is no activity, one day prior to a date on which there is. This is used for graphing purposes.

    About the Upcoming Bills and Income list 

    • The list contains the transactions represented in the Projected Balance graph.
    • Various symbols may appear in the Action column:
      • A pencil indicates that the transaction has been entered into the register, but has not been paid or received yet. 
      • A grey circle with an triangle indicates that the transaction is a reminder that has not yet been entered into the register. To enter, skip, or edit the transaction, click the circle.
      • A red circle indicates that the transaction is a reminder that is overdue.

For more information, see:
Using bill reminders
Projecting cash flow 


 

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.