problem with a repeating payment

At one time I had the ability to send billpay transactions from Quicken to one of my financial institutions, but I do not currently have any financial institutions that allow online billpay via Quicken, so I can't test any specifics about your problem.

I do note that there have been quite a few complaints about Quicken Reminders (Schedule transactions) over the recent months, and it may be that you're experiencing one of those problems. One problem particular that comes to mind is that Quicken has not been retaining the user's elected Reminder "frequency" or enter-method (remind or auto-enter). If that is your problem, I don't know of any workaround (*), and I don't recall reading about any planned fix.

When posting problems such as this one: you should include the financial institution name (as found on the Display tab of the Edit Account Details dialog for the Quicken account); and the "Connection Method" (found on the Online Services tab of the same dialog). In order to have the ability to send online billpay instructions from Quicken to the billpayer, the Quicken account must use the "Direct Connect" connection method.

Personally I have never found any use for Quicken "Repeating Online Payments". They provide only one small benefit (the ability to create a repeating online payment by sending the instruction to do so from Quicken); it's a one-time benefit, often offset by the inability to change the payment characteristics without deleting the Repeating Online payment, then re-creating/re-sending it.

Once the repeating online payment has been setup in Quicken, and at the financial institution; the Quicken repeating online payment is of no real use; a regular Quicken (non-online) repeating payment will do the exact same thing.

[It's not really "odd" that your repeating online payment is still occurring at the frequency you originally set it up with. A repeating online payment is controlled by the instructions at the billpayer's web site - regardless of what Quicken shows.]

Without knowing what your underlying problem is; my best guess for how to address the problem is to:

- delete the Quicken repeating online payment,

- do an update (OSU or Update Now) with the billpay financial institution (to syncronize Quicken and the billpayer)

- re-setup the repeating payment at the billpayer's web site

- create a regular Quicken non-online repeating payment transaction with the desired characteristics

[ (*) You can try Validate (and super-Validate), though I don't have a high degree of confidence in their ability to address your problem. If you do try a Validate, be sure to backup first in case you don't like the results.]

} On Saturday, July 8, 2023 at 2:43:33?PM UTC-5, Bernie Cosell wrote: } > This with Q R50.16 on Win10/pro } > } > I'm completely confused. I have a repeating payment that has been in } > place for years. I went to "Repeating Online" in Bills&Income Reminders } > to find it there since I want to set up another just like it [just a } > different payee] . So I clicked on "edit" look at its settings and it } > says "frequency twice a month" but it only pays once a month on the first. } > } > two odd things: } > 1) it isn't *happening* twice a month [I checked my register] } > 2) there was no way to "edit" anything except the category. } > Is the only "edit' you can [e.g., to change the amount] do is delete it } > and re-add it? } When posting problems such as this one: you should include the financial institution name } (as found on the Display tab of the Edit Account Details dialog for the Quicken account); } and the "Connection Method" (found on the Online Services tab of the same dialog). } In order to have the ability to send online billpay instructions from Quicken to the billpayer, } the Quicken account must use the "Direct Connect" connection method.

Ah Wells-Fargo, and direct connect

} Personally I have never found any use for Quicken "Repeating Online Payments". } They provide only one small benefit } (the ability to create a repeating online payment by sending the instruction to do so from Quicken); } it's a one-time benefit, often offset by the inability to change the payment characteristics } without deleting the Repeating Online payment, then re-creating/re-sending it.

I use it for several things. For example, I make monthly contributions to the local animal shelter. Since it happens *every* month it is a real convenience to have Q automatically poke W-F to make it happen. Absent that machinery I'm not quite sure how I'd manage to be responsible enough to make the payments by-hand on my own.

} Once the repeating online payment has been setup in Quicken, and at the financial institution; } the Quicken repeating online payment is of no real use; } a regular Quicken (non-online) repeating payment will do the exact same thing.

I'm not sure how to sort those out: it's setting it up in quicken and I think it implicitly used my attached bank account to effect it. How do I set these things up at my bank.?

I'm not sure what "the exact same thing" means.. The way it was working was that about three days before the end of the month the repeating payments would magically appear in my register, with a date of the first of the next month, and then they'd just get sent.

} Without knowing what your underlying problem is; my best guess for how to address the problem is to: } - delete the Quicken repeating online payment, } - do an update (OSU or Update Now) with the billpay financial institution (to syncronize Quicken and the billpayer) } - re-setup the repeating payment at the billpayer's web site } - create a regular Quicken non-online repeating payment transaction with the desired characteristics

I'll contact W-F. I'm not sure I can have them directly make repeating payments. If so then it is all OK -- the payments will show up in my register after OSU and all will be well

/Bernie\

Quicken doesn't "poke W-F to make it happen": once the repeating online payment is setup at W-F, W-F will automatically make that payment on the schedule you specified. That's what the "repeating" part of the process refers to.

But my point was (is) that a Quicken "repeating online payment" only provides a trivial one time benefit: it lets you create (setup) the repeating online payment from Quicken. Once the repeating online payment has been created at the financial institution, the Quicken "repeating online payment" does nothing that you could not do without the Quicken "repeating online payment". As I described in the next paragraph:

All online bill payments are controlled at the financial institution, (at the bill payer's web site). Any online payment you can setup in Quicken can be setup at the billpayer's web site - without using Quicken.

The "exact same thing" means that once the repeating online payment is manually setup by you at the billpayer's web site, it will function exactly like the "repeating online payment" that Quicken creates.

You can, and probably should create a plain non-online repeating payment in Quicken's "Manage Bill & Income Reminders". You can have that Reminder entered in your Quicken register before the actual cleared payment is downloaded, making sure that when you Accept the downloaded transaction, it matches the entered Reminder.

If you can't do it manually, you couldn't do it via Quicken. It's the bill payer who offers the "repeating" bill pay feature; Quicken just sends the same instruction that a human would when manually creating a bill payment at the bill payer's web site.

Remember, there are people who don't use Quicken, who are paying bills through their financial institutions. They also need the ability to schedule repeating bill payments (such as rent, for example). so there must be a way to do that without using Quicken.

Yes, they will. Once a bill payment has been made, and has cleared your financial institution (your bill payer), it will be just like any other payment transaction that clears your financial institution.