Question about alerts/reminders

Jun 25, 2006 3 Replies

Using Quicken 2005 Premier R5 and Win XP SP2. This what I am trying to accomplish and do not seem to get it to work. I just missed the June 15 estimated tax note I had in the calendar on June 9 because Quicken didn't alert me to it.



  1. A reminder note to myself in the calendar
  2. A week before the note date I want to be alerted in a meaningful way such as a pop-up window when I start Quicken. Thanks for your help. Nathan


Here are a couple of ideas:

I don't remember what the original Quicken "Home" page looks like because I tailored mine so long ago and I don't remember which things I added or deleted. My Home page shows Alerts at the top (this is where you Note should show); Scheduled Transactions; graph of my key liquid cash accounts; calendar.

When I start Quicken it opens to my Home page so the Alerts are always the first thing I see.

For the estimated tax payment I would have used scheduled transaction with an appropriate lead time. That would have generated an alert. I could have also added a calendar note, but I don't usually do that for things like this.

Then, of course, I still do have to start Quicken each day or at least often enough so that I do see the alerts in time to act on them. :-)

Bernie

Nathan - despite the nice feature of the NOTES for the Quicken calendar, I have dropped using it over the years for these types of reminders. As an alternative for this, I use the 'to-do' list in Outlook (not Outlook Express, but the full-blown version) that I run as equally often as Quicken for email, address list, and to-dos. It's a lot more flexible in the calendaring and reminders. For example, I have several to-dos that I have as recurring entries that automatically get moved out to the next due-date once I finish the one due today. (One I use to remind myself to change my razor blade every two weeks!).

I'm not suggesting you go out and buy Outlook for this single function, but rather offer perhaps a different idea on how to do these financial alerts. Maybe you have some other tool that is equally functional or better that you could use instead?

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required