How do I set up different types of alerts?

If you want to be alerted by Quicken to a change in your finances or an action you need to take, you need to set up the alerts you want to receive. Once you've done so, Quicken keeps track of the necessary dates or amounts and lets you know when and how to take action.

Select the type of alert you wish to set up:

• Create a bill, income, paycheck, or transfer reminder

• Create an investment reminder

• Create a calendar note

• Set up financial alerts

• Add a note or follow-up flag to a register transaction

Notes

Some financial alerts are set for you by Quicken (such as tax alerts) and appear unless you explicitly turn them off.

To set up a check reorder reminder, choose Tools menu > Alerts Center. The Check Reorder Notice is found in the Banking section of the Setup tab.

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"