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Q Deluxe - Manage Bills and Income Reminders

Because of an issue with cancer, I am attempting to 'educate' my wife on understanding and inputting/using the Q budget database I created and have modified over the many years I have used Q. Since I have probably all our income and bills identified in Bills and Reminders, along with the dates I expect to receive deposit or bill, accounts to use, etc., I would like to print out bill and income reminders for the total year which include bill or deposit name/date expected/payment amount/method (payment or deposit)/account to use/how often (monthly, annually, quarterly etc) . Using manage bill and income reminders, each of the first 2 tabs (Monthly/All) give the columns I want but not all together. Hope this is clear.

What I want is to create one report for the year with all columns indicated earlier. My guess is that is not possible and she will have to live with switching between these tabs, But if someone has a suggested way to achieve what I'd like, please do so.

Don Miller

Reply to
Don & Jo Miller
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I'm not sure I totally understand exactly what you want, or how you plan to use it, but I'll take a stab at answering. Perhaps someone else will have better news.

I don't think you can get Quicken to produce the output you want.

You could use the "Print" dialog to "export" both the two Bill & Income Reminder tabs to tab delimited files - which can be opened in Excel (or something similar). If you are reasonably proficient with Excel, you might be able to cobble the two files together into one spreadsheet with just the columns you want, and print that (I'm not that proficient).

[I'm not sure of the ultimate value of any output from Quicken Bill & Income Reminders because none will provide the "category", which is essential to budgeting.]

Another (longshot) approach might be to try to make use of the Quicken budget ability to "include reminders".

Reply to
John Pollard

John,

I appreciate your input. I simply want to have all columns represented in the monthly and all reports together in one report. This would list in the event I can no longer handle our finances all bills we pay annually so my wife knows when to expect them and how they would be paid and from what account. Your suggestion:

You could use the "Print" dialog to "export" both the two Bill & Income Reminder tabs to tab delimited files - which can be opened in Excel (or something similar). If you are reasonably proficient with Excel, you might be able to cobble the two files together into one spreadsheet with just the columns you want, and print that

would work as I am proficient in Excel. But I am at a loss as to how to generate the delimited file from print for each tab - monthly and all. Any guidance you have would be appreciated.

Thanks,

Don

Reply to
Don & Jo Miller

In the upper right corner of Tools > Manage Bill & Income Reminders, is the choice "Print" (with a small printer icon to its left). Clicking the word "Print" will bring up a print dialog with two dropdowns in the upper left: "Printer" and "Export to:".

In the "Export to:" dropdown, select "tab-delimited (Excel compatible) disk file"; then click the Export button.

The result will be a .TXT file which can be "Opened" in Excel; where you will be taken through the Excel "Text Import Wizard".

Reply to
John Pollard

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