how to pay bill to [acct]

I have a bill reminder for paying my MC account and somehow I got it to reflect the MC account that is setup on Q2009. It shows as [mc card]

I would like to do the same thing for my wife's card, and have setup a new account, along with downloading all the transactions from her Chase Visa. All is good, and I have gone thru all the transactions...

Now - how do I get the Bill Reminder to give me a [visa card] in the pulldown for the Payee ????

Reply to
ps56k
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I was expecting the Payee to show the [acct] choices in the pull down, but that is after the fact.... so decided to just type in the [acct] info as the Payee and all is well....

Reply to
ps56k

"ps56k" wrote in news:j62ist$knc$ snipped-for-privacy@dont-email.me:

If you memorize an existing transaction in the checking account, for example:

payee is Chase Mastercard amount is $22.55 but irrelevant here "category" is [Chase Mastercard]

The next time you type "Chase Mastercard" in the checking account register, the previous amount, $22.55, and the previously used category [Chase Mastercard] should be selectable. Select that and adjust the amount, and voíla, you're set.

Once the transaction is memorized you can also make it a recurring transaction by setting a reminder. I prefer automatic entry, and then adjust the amount as necessary. Make sure you either have Quicken billpay activated, or make the payment as you usually do.

Reply to
Han

I'm pretty sure I have set things up so the flow of payments is correct....

Setup an account for MC and downloading all activity. I download, see, and post, all the charges and the resulting payment.

Over in the checking acct - when we pay the bill by check, we show an reminder entry for the payment with the Payee being the [acct] vs showing it as Chase.

This way... the checking acct money trail flows into the MC acct (vs out to Chase) and then is offset by the charges and the balancing cc payment.

It all seems to balance out - so I think I'm doing it correctly :)

Reply to
ps56k

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