How to Skip an Instance of a Recurring Reminder

Quick Review

• What: Remove a single reminder without affecting the recurring series

• Why: Skip payments not needed this month (like $0 credit card bills)

• How: Three dots menu > Dismiss reminder > Confirm

• Note: Only removes the instance, not the entire recurring series

Overview

Sometimes you need to skip a Recurring Reminder—like when your credit card has a $0 balance for the month. The solution is simple: delete that single reminder instance. This removes it from Bills & Payments view and the Spending Plan without affecting the recurring series itself.

Ashley uses this feature when their business credit card has no balance some months. They dismiss the reminder to keep their bills list clear.

Where to Find Reminders

You can access the reminder to skip from multiple locations:

• Transaction View

• Bills & Income section

• Spending Plan

• Settings > All Recurring (viewing the associated series)

Steps to Skip a Reminder

1. Locate the reminder you want to skip

2. Select the three-dot menu for the reminder

3. Select Dismiss reminder

4. Click Dismiss Reminder to confirm

What Happens When You Skip

The reminder is removed from:

• Bills & Payments view

• Spending Plan

• Projected funds calculations

The recurring series continues and future reminders will still appear.

Common Skip Scenarios

Credit cards with $0 balance: No payment needed this month

Paused subscriptions: Service on hold temporarily

Seasonal bills: Services not used certain months

Variable bills: Months when service wasn't used

Ashley's Approach

Ashley dismisses reminders that don't apply for the current month, such as when their business credit card has a zero balance. This keeps the Spending Plan focused on actual payment needs.

The Bottom Line

Skipping a recurring reminder in Quicken is as simple as dismissing that single instance. The recurring series remains intact for future months while removing the current month's unnecessary reminder from your financial planning.

Hint: Before dismissing a reminder, double-check that you truly want to skip it. Ashley once dismissed their insurance reminder thinking it was paid, only to receive a late notice. Now they verify the account directly before dismissing any reminder, especially for critical bills. Consider adding a note to your calendar when skipping important reminders as a safety net.