Quicken 2014 Essential Training
Illustration by Neil Webb

Setting upcoming bill reminders


Quicken 2014 Essential Training

with Sally Norred

Video: Setting upcoming bill reminders

Bill reminders will alert you to upcoming bills She has a cable bill that's due today and That bill is marked Upcoming in the Status column.
Expand all | Collapse all
  1. 47s
    1. Welcome
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps

Start your free trial now, and begin learning software, business and creative skills—anytime, anywhere—with video instruction from recognized industry experts.

Start Your Free Trial Now
please wait ...
Watch the Online Video Course Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Sally Norred

Setting upcoming bill reminders

Bill reminders will alert you to upcoming bills and can help you forecast your future account balances. When a bill reminder comes due, you can set Quicken to enter the transaction for you in your register automatically. Let's talk for a minute about how a bill reminder works. At startup, Quicken checks for bill reminders that are due or past due since the last time you used Quicken. If it finds any, Quicken will display a reminder for you. As you can see in Jeannie's checking account register, she has two bill reminders at the bottom of her register.

She has a cable bill that's due today and that's marked Due in the left hand Status column. Since this bill is due today, Quicken has updated her current balance to reflect this payment. She also has a homeowner's insurance bill due next week. That bill is marked Upcoming in the Status column. And although her current balance is not affected by this bill, her ending balance shows her balance after this bill is paid. Let's walk through the process of adding a bill reminder. First, click the Bills tab along the top. Click the Add Reminder button on the right-hand side of the Bills tab window and then select the type of reminder that you'd like to create.

You'd use bill reminders for your recurring expenses, such as your monthly gas bill or your annual property tax payment. I'll add a bill reminder of Jeannie's monthly cell phone bill. In the Pay to field, type the name of the payee. As you type, Quicken tries to find a match in the memorized Payee List. If Quicken finds a match, select the payee from the displayed list. If it doesn't find a match, just continue typing to create a new payee. I'll add Verizon for my payee. Click Next and select the next due date on the next screen.

Since Jeannie's next cell phone bill is due on the 11th, I'll select the 11th of next month. Now enter the amount due. Since the last time Jeannie paid her cell phone bill, it was $61.32, Quicken has found that information and entered it automatically here. I'll just leave that amount here. Now select the account that you'll use to pay for this transaction. Since Jeannie pays her cellphone bill from her checking account, I'll select Jeannie's Checking. Now categorize a reminder to indicate its purpose. Quicken has pre-populated the category with Utilities: Telephone.

I'm going to edit that by clicking on it. I'll change it to Utilities, Cellphone. You can even add a tag or memo here if you want to be very detailed about this bill reminder. Now you can add or edit the optional settings for the reminder. Next to Remind me 3 days in advance, you can select this option to enter the number of days in advance of when the reminder is due. Quicken defaults to reminding you three days in advance, so if you choose this option, make sure that it's enough time to pay the bill. I'm going to change this reminder to five days in advance.

You can also choose to automatically enter the transaction in the register a set number of days before the due date. This is not necessary if you're downloading transactions from your bank since the transactions will be added to your register during One Step Update. Select Use only business days for reminder days to count only business days when calculating the reminder due date. Quicken will disregard holidays and weekends. Click OK. If you'd like to add a related website, such as the wireless provider's website, click Add here. If your payments vary for this bill, you can turn on Estimate amount for me.

This estimation works best if you have at least three previous payment transactions to this payee. Click Change and follow the prompts. Change to Previous payments. Now Jeannie doesn't have three previous payments to this payee, so we can't use this option. You can also estimate based on time of year. This works great for a utility company such as a gas company. Jeannie doesn't have a matching transaction for this bill at this time last year, so we can't use this option. I'll return to Fixed amount and click OK.

If desired, you can check this box to sync this reminder to your Outlook calendar or check this box to print a check using Quicken's check printing service. Click Done when you're done setting up this bill reminder. Now when you look at Jeannie's Checking account register, we see that upcoming cell phone bill reminder at the bottom of the register. To make sure that you see these reminders in your account register, go to the register where you want to show your reminders. I'll go to Jeannie's Checking account register. In the Actions menu, select Reminders to show in register and select the number of days in advance that you'd like to show reminders for.

I'll select the Next 14 days. Scroll down. And now, we see that reminder that we just added at the bottom of our register. You can quickly change your reminder settings by clicking the Reminders icon in the upper right. Adding reminders for your regular bills to Quicken can help you forecast your future account balances and avoid overdraft fees.

There are currently no FAQs about Quicken 2014 Essential Training.

Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.

Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ .

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

* Estimated file size

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.

Mark all as unwatched Cancel


You have completed Quicken 2014 Essential Training.

Return to your organization's learning portal to continue training, or close this page.

Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member ?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferences from the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Learn more, save more. Upgrade today!

Get our Annual Premium Membership at our best savings yet.

Upgrade to our Annual Premium Membership today and get even more value from your lynda.com subscription:

“In a way, I feel like you are rooting for me. Like you are really invested in my experience, and want me to get as much out of these courses as possible this is the best place to start on your journey to learning new material.”— Nadine H.

Thanks for signing up.

We’ll send you a confirmation email shortly.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.