Quicken help was no good on this subject. I tried Netflix and they thought Quicken was a streaming app??? Anyway, I want to put ALL my bills in ebiller no matter that I pay myself or they are auto deducted as I need to make a budget. I am new to Quicken for Mac so I assume I have to put in all my bills thru E-billing so I can set up budget - or maybe not? If I can never get these to sync after I try each company to see if anyone even knows what Quicken is maybe I should set them up all as Manual and put in the amount as they are all the same amount every month? If anyone has any ideas on what to do, greatly appreciated.
In order to use E billing you need to either be paying for a Premier subscription to use Quicken's bill pay service, or your bank has to support Direct Connect with Bill Pay (which few banks do). Without E billing, you can still set up scheduled payments on the Bills & Income tab but you'll have to manage them yourself.
So, for creating a budget in Quicken Mac, you have to enter your projected income and expenses in the categories you want to track in your budget. then the budget will compare your projections against actual income and expenses as the year goes along. This gets easier in future years, because you can tell Quicken to create next year's budget as either a copy of the current year's budget or using the current year's actual as next year's budget numbers, and then tweak things however you want.
It takes some time to create a budget initially, but don't let it overwhelm you. You may want to start with the categories that account for most of your income and expenses and ignore, at least for the start, categories which have a small impact. It also depends on what you want together from your budget. For instance are you interested in the bottom line of all income and expenses? Then you need to budget and track all income and expenses. But some people budget for only what they consider their discretionary spending, to make sure they're staying in line in those categories, without building a complete budget for everything.
Wow @jacobs I'm now even more overwhelmed, but in a good way. I am wondering if I bit off more than I can chew with Quicken. I need to create a monthly (actually bi-weekly) budget. I put all the bills I could in Bills and Income. I was only trying to connect them with the bank or biller just to get the new amount to auto enter. Every month a credit card will be a different amount for instance so for budgeting I thought that would be wise. Now all the four who won't connect are the same amount monthly thankfully. I saw where I can mark "paid". I also daily auto update everything to sync that is. I am used to Mint, then again very loosely with budgeting. I created a spreadsheet as I have to see what has to be paid on one paycheck and then what the next paycheck (or what I can stretch). I guess I can enter those four that won't sync as Manual as I did my exterminator, etc. and then at least all are in the Billing and Income section. Now will have to read up about how to do a budget - ugh! I tried finding easy to follow videos on YouTube but they are all for Windows. Do you know where to find videos of all this stuff on a Mac?
@Jon thanks - I maybe misspoke in that I wanted EBiller not to send bills or anything, I do that myself except on a few I am forced to set on auto pay. I don't like auto pay generally. I thought again that I had to put them all in Bills & Income and connect to the institutions so they'd all pull up the most recent bills so that could help in the budgeting process. Who knows about budgeting I feel overwhelmed. I can just add those four that won't sync as manual anyway as 3 are auto pay and amounts don't change and Spectrum is same monthly, but not autopay. Thanks.
I just did a little searching and found this short video from Quicken Support. It's showing a version of Quicken Mac that's a few years old, but the budget features have barely changed since this version, so the video is accurate. It's a good start on how to construct a budget in Quicken Mac:
As the guy on the video says, it looks a little daunting when you create and click on Edit in a budget. So it may help to click categories and eliminate those you don't use, or any you don't need to include in your budget. Then start building your budget. Pick the first expense category. Decide if there's a fixed amount you want to budget every month, or an amount every quarter, or once a year. If you have any reports from Mint of your actual spending last year, use those as a basis for your budget for this year. When you click in a cell for January and type a value, a pop-up menu appears which lets you do things like copy that amount to all 12 months, or at various intervals. For instance, if you know you want to budget $50 a week for groceries, type 50 and then select to Fill Forward with the "50 per week" option, and Quicken will calculate that that's 216.67 per month, and fill that in every month. Once you play around with it a little, I think you'll see it's pretty easy to set up a budget. The hard part, of course, is figuring out what your budget should be! After you fill out all your income and expenses, you may discover your budget shows you're spending too much, so you can go back to the drawing board and find categories to reduce your budget until you get it where you want it.
@Jacob thank you SO much for your incredible details to help this newbie along! I've taught myself every software I've ever learned from the beginning of computers until now, so I am not going to let Quicken get the best of me. You obviously are well versed in all of this and the best is reading instructions and watching videos instead of my usual just jump in and try to figure it out! Thanks again!!!
Embarking on a Netflix free trial without involving your credit card is not only feasible but also convenient. The range of methods discussed here, from PayPal and virtual cards to gift cards and other streaming platforms, empowers you to embark on your streaming journey smoothly.
Using a Netflix gift card is another easy way to pay for Netflix without a credit card. You can buy a Netflix gift card online on Recharge.com. Got one? Just enter the gift card PIN or code while setting up your Netflix account. You can redeem multiple gift cards on your account.
Hello, long time user of paypal, first time with a question. Ive had my paypal all set up with my bank card and have been using it to pay for netflix for about 4-5 months now. However, I woke up this morning to find a email from them saying my account is on hold because they could not porcess my paypal information.
so... i check my profile there... found nothing wrong. checked my profile here... found nothing out of the ordinary. no fees owed or anything like that. Call netflix custommer service line... they tell me to make sure nothing is wrong here.
Now, i did have some trouble a month ago when netflix charged to my paypal, my paypal charged my bank.. to find no money(overspent on christmas, forgot about the incomming charge) so I had to fix those fees, which I did. So im really not sure what is wrong. is paypal angry with me and no longer allowing things to be processed through my bank account? it doesnt seem so, as ive spent money at other sites just fine. I'm really just kinda stuck and confused... any ideas?
I have exactly the same issue. Ive been a Netflix customer for years and Use PayPal for many daily transactions. Today I received an email saying payment wasnt processed, now I can only enter a credit card.
Same issue. The problem is with NETFLIX. PayPal claims Netflix changed the payment parameters so the paypal account needs to be verified by a credit card. I wasted an entire day, and got bounced back & forth. Netflix said it was Paypal's issue, and Paypal said it was Netflix. REALLY BAD CUSTOMER SERVICE due to the fact that neither company, even the supervisors did not appear to know what the heck is going on? Pathetic. 4 phone calls!!!
I transfer funds from my bank account to my paypal account. The money is just sitting there waiting for Netflix to take it, but they will not because i have no credit card? There is no reason they need one. When talking to Netflix, the CSR even said they don't need to verify a paypal account, and they could not understand why the subscription process demands a credit card. Despite this I can't complete my account with Netflix without a credit card.
My brother just received a new Roku device. He only wants to watch free content, and not a subscriber of any "pay" channels like Netflix, AmazonPrime, etc. Does he really have to create a Roku acct and provide credit card info?
Even if you use a credit card attached to your account nothing will be charged. I have one attached to mine but never use it. I always subscribe to paid channels directly from their own website. Follow this link to make a Roku account without a credit card. Using a Roku is free. There is no charge ever. Only if you physically subscribe to a paid service such as Netflix is there a charge. That charge will be whatever Netflix monthly cost is.
We are not Netflix members, and I don't remember signing up for a membership, so I called my CC folks and retrieved a phone number associated with that transaction, then called up Netflix at that number.
I asked her what a Netflix transaction normally appears as on a member's CC statement, because "NETFLIX NONE" seemed like a strange phrase. I googled "NETFLIX NONE" and couldn't find anything relevant.
Never seen a specific city listed in ours - yours does seem weird. What did Netflix say when you told them what the transaction said? (I mean, did they say, ours wouldn't say that, or ours might say that?)
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