We need a way to SKIP and EDIT a single transaction in a scheduled series of Bill Reminders

retha824

I recently switched from Quicken for Mac 2007 to Quicken 2016 for Mac.  For the most part, I'm impressed.  I have one request for something that is seriously annoying, however.  I really watch my cash flow, as most of my income comes in the form of bonuses at year's end. I schedule quite a number of future transactions that I typically make in order to see the effect on cash flow until the year's end.   For example, I schedule a certain amount monthly to withdraw as cash.  Occasionally, I still have enough in my purse, and just don't need to withdraw the next month's scheduled amount at all, or perhaps only 1⁄2 of it.  In Quicken 2007, there was a way to SKIP a single instance of a scheduled transaction, or EDIT a  single transaction, without affecting the entire series. This is something that is really needed for those of us who really have to watch their cash flow. 

smayer97

I also recommend you add your vote to a related IDEA, to have an option to automatically enter bill reminders/scheduled transactions, here: https://getsatisfaction.com/quickencommunity/topics/add-option-to-automatically-enter-scheduled-tran...

Be sure to go there, then click VOTE at the top to increase the count and therefore its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

J_Mike

You can do what you want in the register.
With an instance of a scheduled transaction displayed in the register, double-click to enter edit mode. You get a drop-down menu with 3 options; Mark as paid, Skip this instance, or Edit this and all future transactions.

Snoopy FC

Thanks for the reminder JM.  

retha824

JM said:

You can do what you want in the register.
With an instance of a scheduled transaction displayed in the register, double-click to enter edit mode. You get a drop-down menu with 3 options; Mark as paid, Skip this instance, or Edit this and all future transactions.

Thanks for this.  You can't, apparently, simply EDIT a single transaction without changing the entire scheduled series, or am I missing something?  That feature is really needed, in my opinion.

J_Mike

JM said:

You can do what you want in the register.
With an instance of a scheduled transaction displayed in the register, double-click to enter edit mode. You get a drop-down menu with 3 options; Mark as paid, Skip this instance, or Edit this and all future transactions.

What I do - I choose to display all scheduled transactions 30 days in advance in my checking register. Some scheduled transactions, such as the water bill, are only an estimate of the amount. When I get the actual amount of the bill, I open the transaction in edit mode, select 'Mark As Paid', and then enter the correct amount. I also adjust the date if necessary to match the banks scheduled payment date (date will vary due to weekends and/or holidays).

smayer97

JM said:

You can do what you want in the register.
With an instance of a scheduled transaction displayed in the register, double-click to enter edit mode. You get a drop-down menu with 3 options; Mark as paid, Skip this instance, or Edit this and all future transactions.

This may also help: Video on Scheduled Transactions/Bill Reminders

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Unknown

I second this - it's ridiculous that it's not an option.

Unknown

I just got Quicken 2017 for Mac (I am moving over to MAC
from PC)  Currently have 2015 for PC. I manage my cash flow a year in advance on Quicken 2015 because I am able to insert significant one time payments due (like a final payment for a cruise). I also  check "this instance only" and edit the amount for my numerous credit card payments which I pay in full each month. Until I can figure out a workaround for this on the 2017 Quicken for Mac, or the feature is put back in by Quicken, I have to keep using my PC just for Quicken. And I definitely will not upgrade from 2015. 

I voted for your suggestion, now we are up to 8 votes and it shows "implemented " I hope that means it will be fixed at some point.

smayer97

Sandy Swindal said:

I just got Quicken 2017 for Mac (I am moving over to MAC
from PC)  Currently have 2015 for PC. I manage my cash flow a year in advance on Quicken 2015 because I am able to insert significant one time payments due (like a final payment for a cruise). I also  check "this instance only" and edit the amount for my numerous credit card payments which I pay in full each month. Until I can figure out a workaround for this on the 2017 Quicken for Mac, or the feature is put back in by Quicken, I have to keep using my PC just for Quicken. And I definitely will not upgrade from 2015. 

I voted for your suggestion, now we are up to 8 votes and it shows "implemented " I hope that means it will be fixed at some point.

The only part that is implemented is the SKIP one instance. The "... EDIT a  single transaction... " is still not implemented. The work-around is to first Mark as paid the single first instance, then edit the transaction in the register. 

smayer97

As is defined, this has been implemented since QEM. 

Since this IDEA has been marked as Implemented, rather than argue the finer points of this IDEA, I have created a new IDEA post that focuses only on the part that is still not implemented.

You can add your VOTE to Add Ability to Edit First Transaction in Bill Reminder (Schedule Transactions) Series Without Changing the Rest.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)