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The Bills tab is a tool where you can set up scheduled reminders of you upcoming bills and income. Not only will you be alerted about these bills, you'll be able to see projected balances of your accounts based on these reminders. If you tell Quicken what your regular bills are and when you expect income, it can remind you when your bills are due and project your account balances into the future. This will help you avoid late fees and overdraft charger and help you plan your spending. Optionally, you can add these bill transaction into your register automatically.
You can also had income reminders on the Bills tab. Then when payday comes around, Quicken can enter your pay check automatically. Of course, you may need to make a few adjustments to the amounts. But entering at least an estimate of your paycheck is important, if you want to use the projected balances graph. Let's take a quick tour of the Bills tab and see how it works. To open the Bills tab, just click on the tab along the top of your screen labeled Bills. If not selected, click on the Upcoming tab. If you have entered any bill reminders in the Quicken previously, you'll see those bill reminders here in a stack view.
This a virtual stack of your bills and income. Sort of like if you were sitting at your kitchen table paying your bills. The stack is filtered by the number of day from today that they become due. Each bill or income reminder is represented on a timeline below the stack. To work with the reminder, click on it. The stack view is my favorite view. It seems to be the most intuitive and easy to read. However, you can use this View As drop down menu to view these upcoming bills differently as a list, as a calendar or as a monthly list that you can tab through using these arrows.
You can also select the account and the time frame that you'd like to see these reminders using these drop down menus at the top. I'll select Jeannie's Checking and those bills due within the next 14 days. I like to include the paid bills in the list. But you can uncheck this box, so you only see the bills you haven't yet paid. You can just use this screen as a bill reminder view, or you can actually work with the bills from this screen. Let's see the different ways you can handle each reminder. To work with a specific bill, click that bill in the timeline list along the bottom of the screen or click the stack of bills until the bill appears.
You'll see the due date along the top, the name of the payee, the payment amount, the method of payment and the status of the bill. You can click Enter to add the reminder as a transaction in the register. Jeannie doesn't need to do this, because she downloads transactions from her bank. You can click the Skip button if you want to skip this reminder. And you want to do this if you've already paid the bill or if the bill isn't to be paid this month. You can click Edit if you want to edit this bill or this bill and all future bills. For example, you may need to edit the bill reminder if this bill amount is different for this month only, or if you switch cell phone providers, and you need to edit the payee information.
Click Show History to view the payment history of a bill or income reminder. This option is available only in the stack view. Now, let's take a look at the projected balances graph available in the Bills tab window. Click the Projected Balances tab next to Upcoming in the upper left. Once you've entered your bill and income reminders for your accounts, you'll see a graph along the top, showing your projected balances for your accounts. Underneath, you'll see your upcoming bills and income in a list format. You can select different account to view here, as well as different time ranges by using these drop down menus at the top.
Use this Add Reminder button in the upper right to add a new bill or income reminder to your upcoming reminders list. Use the Manage Reminder tool to make edits to your upcoming bills and income reminders. Take the time to set up your monthly bill and income reminders on the Bills tab and you'll be able to project your future account balances and stay on top of your monthly expenses.
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