Hi, Don.
For truly one-time transactions, the Calendar lets us click on the due date, then "Add" (at the bottom of the window) the details.
For repeating transactions with varying amounts and due dates, it's a little different.
When I get my monthly utility bill (San Marcos combines water, electricity, refuse disposal, etc., on a single bill), I click on the scheduled next payment in the Quicken Calendar - and Edit it. If I must change the due date by a day or two, that's easy. And it's easy to Edit the details in the Split, to record this month's usage (as memos) and amounts and Adjust the total - which corrects the total amount to be paid - and OK my way out.
Same for credit cards, except that all the expenditure details are entered daily as groceries, gas, new computer, etc., are charged to the card. When the monthly statement arrives, I first reconcile to be sure the balance is correct, then I Edit my future Calendar entry to reflect the proper due date and payment amount. (It's easiest when we always pay the full balance each month.)
If last month's utility (or credit card) bill totaled $250, then all my future scheduled transactions show $250. If the current bill is $300, when I adjust the current amount. all the future amounts will also be $300. So this method might not be good if we need to accurately forecast future monthly bank balances, but it will work for many of us.
RC
-- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken 2012 Deluxe R 5 and Windows Live Mail in Win7 x64)
Hey gang,
Ok this one has been nagging me for a while, can't remember which version it started with - I am currently running Quicken 2012 Deluxe.
So regarding " Bill and Income Reminders".
I currently have my regular repeating monthly bills, the ones that the amount is always the same, like car payment, house payment, etc - set up in the bill and income reminders to go in at the same time each month - all works ok there.
Now I also have some bills that come in, each month,like most that are not the same in amounts, things like electric bill, gas bill, cell phone bill, etc...
Every time I go to schedule these single transactions in the bill and income reminder - add reminder - section, it always by default has the repeating option selected, rather than " only once". First, I find the newer add reminder windows in 2012 more clunkier that previous versions, having to enter the payee, clicking on next, etc. But also, as it by default shows it as a repeating payment, I have to go into there, and change it manually to " only once". Every time.
This does not make a lot of sense to me why it defaults to repeating, seems once one gets their regular monthly repeating transactions entered, for the most part every reminder entered afterwards will most likely be a " only once" reminder entry.
Does anyone else feel the same way? Is there any way to change this default action, where it might display as an only once transaction to save having to go in there and manually change it?
Thanks for any tips,