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Reminders

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Mike

Feb 15, 2019 @ 10:15 PM

Has anyone figured out how to import reminders from Quicken ? That's my big hesitation for jumping in the pool. I've a ton of them and I'm not ready to input them manually.

Thanks.

1. 1 Posted by dwg on Feb 15, 2019 @ 10:22 PM

   

   I'm a fellow user.

   As far as I am aware when you export your data from Quicken, it just does transactions, it doesn't export the reminders.

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2. 2 Posted by -Kevin N. on Feb 15, 2019 @ 10:39 PM

   

   Hi Mike,

   I've a ton of them and I'm not ready to input them manually.

   Something that you can look into is that once your transactions are imported, you can right-click (CTRL-click for Mac) on any given transaction. From the resulting context menu, select 'Create Reminder from Transaction'.

   Doing so will open the 'Edit Transaction Reminder' window with most of the information already filled in for you.

   -Kevin N. (not a member of MD support)

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3. 3 Posted by Mik kirby on Feb 19, 2019 @ 10:15 PM

   

   Thanks for the info. I'm using Quicken 2015 with the request to upgrade every other day. It's a pain and a bad relationship that I just haven't left yet.

   Mike

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4. System closed this discussion on May 21, 2019 @ 10:20 PM.