Figured the title would get attention. I have almost all of my recurring bills in the Q "Bills" section that get auto entered as appropriate into the different Q accounts.
I am trying to find a report that lists them ALONG WITH THE DETAIL once can see on an individual basis when editing a single entry (such as due date, account, and most importantly, the MEMO field).
In the MEMO field I have a notation how the bill is received (mail? ebill? email?) and how it is paid (ad-hoc charity? written check? direct debt? Credit Card ?).
I'd like to have the family have a single list so she knows what to do with bills when my time has passed. I tried showing her how to bring up Q on the computer, but I am just not sure they 'get it'.
Printing the "All Bill & Deposits" tab in the "Bill and Income Reminder" window works but doesn't include the memo field.
To get the memo field, you can show reminders in a register and print the register but I suspect it may be more confusing.
You can merge the two into a spreadsheet but that may be challenging to maintain.
The approach I've taken is to have as many bills as possible automatically charged to one credit card and the remaining bills paid using the bill payment service of one financial institution. All bills are obtained from biller's web sites - bookmarks and a password manager. All the bills have reminders in Quicken set to pop when the statements are available ahead of the due date.
Once you've got this setup, you can show her what to do when a bill reminder pops and have her pay the bills while your still around and available.
The trick is to simplify the number of accounts and the process as much as possible.
Agreed. Auto debittilng to ONE credit card and, if not possible to put all of them there, the remainder out of ONE account at ONE financial institution. Document this for each bill, as to frequency, method of notification, approx. time of month to expect the bill and approx. deadline to pay....even though it is done automatically. Whatever you do, get away for having to pay a bill manually, no matter if by check or online banking or any other method.
Thank to both of you for your replies. I understand both, and totally agree. But unfortunately, the suggestion "Document this for each bill, as to frequency, method of notification, approx. time of month to expect the bill and approx. deadline to pay." is EXACTLY what I have in each of the memo fields that would REALLY be nice to simply print what I already have. Here's a couple of examples:
"2020/XX- b:USPS/p:BillPay manual yearly" (The first 'b' means 'billed'. The 'p' means how the bill gets PAID. In this example, This means that I get billed by USPS via mail and use BillPay to manually pay this bill once a year. This might be for a magazine subscription, for example). The 'xx' gets changed to the real month number when the entry is actually automaticlly incorporated into the register)
"2020/XX-b:no;p:CC charged monthly (01)" (This means I do't actually receive any bill (b;no) and my credit card is automatically charged once a month around the 15th.)
Again, I am just not sure how this would work if she has to log on . Maybe what I should really do is have her actually DO IT a few times while I'm still around.
But the idea that Sherlock had about exporting the registers might work in a Quicken report, I can do a sort and manipulate the text file to keep just what I have it the BILLS section. That might be the trick too.
I had thought (and maybe I'm thinking of some other piece of software I have) that there was a report that could be used to codify all the important things like accounts, passwords, and such for exactly this soty of problem where one could there stash that in a safe deposit box.
FWIW I use Q2020 Deluxe. It has (and prior versions did as well) an Emergency Records Organizer that can be installed and run from the Property & Debt Menu. I don't know if it'll be of use to you but take a look.
It may not be the best out there and there's some labor setting up the sections you might want to use but perhaps the Report options could be of use.
A focused, tailored Reports->Banking->Transactions Report could be a resource for copy/paste actions.
How does the 'xx' in the Memo Field get changed (manually?) when the entry is actually automatically incorporated into the register?
Andrew snipped-for-privacy@invalid.com wrote in news:r5t4uu$nnb$ snipped-for-privacy@gioia.aioe.org:
I use LastPass to manage all my passwords. For each entry, there is a "notes" field where I enter info like account numbers, contact info, billing frequency, answers to the "what's mothers maiden name" questions etc.
LastPass is secure and works across my PCs, phone and tablet. You can export the entire database into an Excel spreadsheet.
Geo - thanks! YES!! That indeed was it, an in there I see some entries I made about 10 years ago..never finished that project. I appreciate the feedback.
And yes, the 'xx' I manually change to either year or date or month, whatever, when the entry is auto populated into the particular account.
Thanks Porter. Geo. answered my query about what I was looking for within Quicken you can see.
So btw, I use a similar tool to yours called KEEPASS. It too allows me to keep ONE database out on OneDrive that I can accept thru both the PC and the phone app....very helpful.
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