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Quicken 2014 Essential Training
Illustration by Neil Webb

Using the Bills tab


From:

Quicken 2014 Essential Training

with Sally Norred

Video: Using the Bills tab

The Bills tab is a tool where you can The stack is filtered by the number of day from today that they become due.
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  1. 47s
    1. Welcome
      47s
  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
      33s

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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
Subjects:
Business Productivity Home + Small Office Finance
Software:
Quicken
Author:
Sally Norred

Using the Bills tab

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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