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Quicken Community / Forums / Quicken Online--the Online Quicken product / Setting Upcoming Bill Reminders and Notifications /
Upcoming transfers between accounts -- some wishlist items
Apr 18, 2009 09:57 am

[arkaycee]
arkaycee

Total posts: 3
Number of years using Quicken: 10+ years
Quicken Online
Mac OS X 10.5
This post is about: Quicken Online
In one way, online Quicken was a joy -- it made it easy for me to see the date at which my checking account would be in danger of overdrawing if I didn't transfer money in from savings.

But then it was kind of a pain -- I went out to my bank's website and scheduled an upcoming transfer from Savings to Checking to cover it. I can see upcoming transfers when I login. So some wishlist items:

1) That Quicken Online could download the bank's own upcoming Transfer list and account for those.

2) If it couldn't do that, that I could put in an upcoming Transfer as a true Transfer with From: and To: accounts. I had to go in and do a "Transfer Out" transaction from Savings and a "Transfer In" from Checking -- much nicer to just have one.

and on a different subtopic:

3) The ability to tell Quicken that, when I pay a certain credit card from my Checking account (or all credit cards as a group) that I pay the full balance, so Quicken can save me the time of editing the upcoming transactions for the account if it has the data from the credit card company about the balance and due date.
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Quicken Community / Forums / Quicken Online--the Online Quicken product / Setting Upcoming Bill Reminders and Notifications /




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