Quicken Mac Help
Quicken Mac Help
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Bills & Income - Mac



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The Bills view acts as a checklist for your upcoming bills and a place to review your bill activity. The view has three main areas: the filter bar, the upcoming bill list, and the actions available on each bill.

Filter bar

Use the filter bar to control what the list shows.

  • New Bill: Walk through the steps to pay a bill using Quicken or to track a bill.

  • Bill Type: Filter the list to a specific type of bill.

    • All Bills: View all types of bills. This is the default.

    • eBills: View only eBills.

    • Manual Bills: View scheduled bills that are neither an eBill nor Bill Pay.

    • Bill Pay Bills: View bills paid from within Quicken using Bank Bill Pay.

  • Time Period: Filter the list by time period.

    • Next Instance: View the next instance of all upcoming bills, independent of the time period.

    • Next 7 Days, Next 14 Days, Next 30 Days (the default), Next 60 Days, Next 6 Months, and Next 1 Year: View bills due within the selected period.

  • Clear Filters: Reset the filters to their defaults.

Upcoming bill list

The upcoming bill list shows the bills due in the selected period, ordered by date with the soonest at the top. Bills are scheduled transactions with a negative amount. Each row includes:

  • Payee: The name of the biller being paid. The second line shows the account the bill is paid from.

  • Due Date: When the bill is due or the date it will be paid.

  • Amount: The amount due.

  • Payment Status: See Quick Pay payment status or Learn about Check Pay for more information.

  • Schedule: How often the bill occurs.

Action buttons

The action button changes depending on the type of bill and its state.

  • Auto Enter: No action button appears if the bill is set to be marked as paid automatically on the scheduled date. The words Auto Enter appear instead.

  • Mark as Paid: If the bill isn't auto-entered, this button converts the scheduled transaction to an actual transaction in the register.

  • Pay Now: Bill Pay items that haven't been sent yet show this button. It sends the payment request to the Bank Bill Pay service to be paid on the designated date.

Bill actions menu

Click the ... (three-dot menu) on a bill to open its actions menu. The available actions depend on the bill type and state:

  • Pay Now: Pay the bill using your usual payment service (Quick Pay, Check Pay, or Bank Bill Pay).

  • Mark as Paid: Mark the bill as paid.

  • Edit and Mark as Paid: Edit the details (scheduled date, category, tag, memo) for a single payment, then mark it as paid.

  • Skip This Instance: Skip this instance of the bill, for example if someone else paid it.

  • Pay with Bank Bill Pay, Pay with Quick Pay, and Pay with Check Pay: Pay the bill using the selected Quicken service.

  • Add Biller Website: Open Biller Details with the website field focused, so you can enter or update the biller's website address.

  • Edit This Instance: Edit the details (scheduled date, category, tag, memo) for a single payment.

  • Edit All Instances: Edit the details (scheduled date, recurrence, category, tag, memo) for the whole series.

  • Link eBill: Convert a manual bill into an online bill by linking it to the biller's website.

  • Unlink eBill: Convert a linked bill back to a manual bill.

  • Delete Series: Delete all future transaction reminders.

For more information