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. Some 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 & Income → Bills, select + New Bill.
   

   

2. Select either Add eBill for bills you want to access online (through the biller's website) or Add Manual Bill for bills you will track manually.
   

   

   Follow the on-screen instructions.

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

   • For Add Manual Bill you will enter the following information, then select Continue/OK:

     • Payee

     • Category

     • Account

     • Amount

     • Website (optional)

     • Tags (optional)

     • Memo (optional)

     • Payment method.
       If your billing amount is variable or you want to make other changes before marking the bill as paid, select Edit before paying.
       Instead of Mark as Paid (Which simply changes the status of the transaction to paid) you'll see Edit and Mark as Paid on your list of scheduled transactions. This allows you to make any changes before you mark the bill as paid.

     • Mark as Paid. You can choose to:

       • Mark it manually (you wait until you’re ready to mark it.

       • Mark it automatically. Quicken marks it when it is paid.

       • Before scheduled date. You can choose to mark it paid a certain number of days before the due date. The default is 3 days.
         Example
         

         

          

3. You must enter your billing Frequency and Starting Date, then select Save.

   Example
   

   

4. A success screen will appear confirming your bill information.

If your billing amount is variable or you want to make other changes before marking the bill as paid, select Edit before paying.
Instead of Mark as Paid (Which simply changes the status of the transaction to paid) you'll see Edit and Mark as Paid on your list of scheduled transactions.

Clicking this button will bring up the Transaction Details screen.

This allows you to make any changes before you mark the bill as paid.