$seoHelper.renderFullSimple($sitemeshPage,"{2} - {3}")
Quicken Mac Help

Space shortcuts

Page tree



The Bills view is designed to act like a checklist for your upcoming bills and a place to review your bill activity. There are three main areas of the view:

Filter Bar


  • New Bill - Walk through the steps to pay a bill using Quicken or track a bill.
  • Bill Type - Filter the list to see only a specific type of bill.
    • All Bills - View all types of bills. This is the default.
    • eBills - View only eBills.
    • Manual Bills - View scheduled bills that are neither an eBill or bill pay.
    • Bill Pay Bills - View Bill Pay bills. These are bills that are paid from within Quicken using Bank Bill Pay.
  • Time Period - Filter the list based on the time period.
    • Next Instance - View the next instance of all upcoming bills, independent of the time period.
    • Next 7 Days - View all bills that are going to be paid in the upcoming 7 days.
    • Next 14 Days - View all bills that are going to be paid in the upcoming 14 days.
    • Next 30 Days - View all bills that are going to be paid in the upcoming 30 days. This is the default period.
    • Next 60 Days - View all bills that are going to be paid in the upcoming 60 days.
    • Next 6 Months - View all bills that are going to be paid in the upcoming 6 months.
    • Next 1 Year - View all bills that are going to be paid in the upcoming year.
  • Clear Filters - Clear the filters and set them back to their defaults.

Upcoming Bill list

The upcoming bill list shows you all the bills that will be paid in the coming month or whatever period is defined. This list is ordered by date, with the bills coming due soonest at the top. Bills, by definition, are scheduled transactions that have a negative amount. The bills list has a number of elements:

  • Due Date - When the bill is due or the date when it will be paid.
  • Biller Name - The name of the payee being paid. On the second line you'll see the account from which the bill is being paid.
  • Amount - The amount of the bill due.
  • PDF - Click on the PDF icon to launch the bill history dialog.
  • Action Buttons - The action button changes depending on the type of bill and the state of the bill.
    • Auto Enter - There is no action button if the bill is set to Mark as Paid automatically on the scheduled date. The words Auto Enter appear.
    • Mark as Paid - If the bill isn't set to be auto-entered, then this button is available. Clicking it will convert the scheduled transaction to an actual transaction in the register.
    • Pay Now - Bill Pay items that have not been sent yet have the Pay Now button. Clicking it will "send" the payment request to the Bank Bill Pay service for payment. It won't actually be paid now but will be paid on the designated date.
  • Menu - Click on the 3 dots to get to the Bill menu.
    • Edit Series - Edit the scheduled date and recurrence of the bill.
    • Skip this Instance - Skip this instance of the bill. You may do this if the bill was paid by someone else.
    • Add Bill Pay Information - Add the online Bill Pay information so this payee can be paid using Bank Bill Pay.
    • Delete Series - Delete this scheduled transaction.


Recently Paid list

The Recently Paid list shows all of the bills paid in the past month. These bills have the following characteristics:

  • Date - The date the bill was paid.
  • Payee - The Payee name.
  • Amount - The amount paid.
  • Account - The account from which the bill was paid.


Related topics


  • No labels