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Posted by Nathan Gutman on June 26, 2006, 9:47 am
Please log in for more thread options Thanks, I think that I understand.
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Nathan Gutman
> On 6/25/2006 11:35 AM, Nathan Gutman wrote:
>> 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
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