How do I project cash flow and work with reminders in a register?

1. If you haven't done so already, create reminders for your bills and income.
2. Open the register of the account you selected when you set up the reminders. This is usually your primary checking account.
3. Click 

   

    (the Register Reminders icon) and set how far in advance to display the reminders. If you decide later that you want to remove the reminders from your register, select None.
4. For each reminder in the register (they are tan colored), choose what you want to do:
   • Enter this reminder

     Click Enter this reminder to add the selected reminder to the register. This is necessary because a reminder that displays in your register is there to remind you of an upcoming transaction and help you project your cash flow. A reminder is not an actual register transaction until you enter it.

     After you click Enter this reminder you will have the opportunity to make changes, for example to the amount, as it is being entered.

     • Why don't I see this option?

       Enter this reminder is not available:

       • If you told Quicken to Automatically Enter a reminder into the register when you set it up. In this case, you're done. The reminder has already been entered.
       • If you selected a reminder that is not the next reminder due. Reminders must be entered into the register in the order in which they are due.
   • Skip this one
     Click Skip this one to remove the selected reminder from the register, but leave any future reminders unaffected. If you want to remove all instances of a reminder, choose Delete this instance and all future instances instead.
     • Why don't I see this option?

       Skip this one is not available if you have selected a reminder that is not the next reminder due. Reminders must be entered into the register in the order in which they are due.

   • Edit this instance
     Click Edit this instance to change how the selected reminder is set up. For example, you might want to change when it's due, or the method of delivery.
   • Edit this instance and all future instances
     Click Edit this instance and all future instances to change how the selected reminder, and all future reminders, are set up. For example, you might want to change the account the reminder is linked to, or the category that's assigned to it.
   • Delete this instance and all future instances
     Click Delete this instance and all future instances to remove the selected reminder from the register, and delete the reminder from Quicken so that it never appears again.

Each reminder has an icon that tells you something about when it's due. Just click the icon to see your options.

Icon	Meaning
	A reminder is "upcoming" when the number of days until its due date exceeds the "Remind me [n] days in advance" setting. Click the icon for options.
	A reminder is "due" when the number of days until its due date falls withinthe "Remind me [n] days in advance" setting. Click the icon for options.
	A reminder is "overdue" when its due date has past. Click the icon for options.

See Status column icons to learn about other icons you may see in the register. 

If a reminder is linked to a biller, the biller name is displayed in the Linked to Biller column. You can unlink your reminder from the biller if you decide that you no longer want them linked or you think you linked to a wrong biller. Right-click the required bill and select Unlink from biller.