Add Ability to Edit First Transaction in Bill Reminder (Sched Transactions) Series (59 Legacy Votes)

smayer97

Just like in QWin.

This is effectively the same as skipping the next occurrence in a BIll Reminder/Scheduled Transaction series, then adding a new one-time occurrence to replace the skipped occurrence. 

Currently, the work-around is to 'Mark As Paid' the first occurrence in the series, then edit the transactions in the register. But this affects the balance immediately, which may not be desired.


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smayer97

This IDEA has been added to the List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance).
You may want to go click on the underlined link to add your vote to more related ideas.

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smayer97

I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that click on this underlined link, following the instructions then VOTE to your heart's content: 
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

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Unknown

Mark as Paid is not a work around for me, as I use this to project cash flow for my credit card payments. I really like the way it was before they changed it - that you can edit the amount in a bill reminder without affecting the future amounts of the series. In the case of credit cards, this amount needs to be 0 going forward until I manually input what will be due on the next due date.

smayer97

BTW, editing the first occurrence was never a feature in QMac versions, only QWin. Hopefully, this can get added here too.

robjcaldera

I still can't believe this has not been implemented in the new 2017 version! I used this feature in Quicken 2011 for Windows religiously before moving to Mac in 2016 and before that I had that option in Microsoft Money dating back to 1999!! It's a basic feature for computer-based budget planning. The workaround is not helpful as it can lead to confusion in your register. I really hope someone from Quicken is listening.

smayer97

A hint from Quicken Marcus on December 1, 2017 about this feature:
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-v5-3-x-released?topic-reply...

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robjcaldera

Still waiting for this feature...12 months after my last post above and three years after I first posted about it in a different thread. Ridiculous.

And you should be able to change any future transaction, not just the first. Sometimes you know that a certain bill is going to be higher in say 2 months and you want to see how it impacts your cashflow.

Is anyone from Quicken listening?

smayer97

As pointed out elsewhere, bottom line is that there is a LOT on the To Do list, so they have to prioritize. And as much as this is a nice to have (and I wouldn't mind having it), there are MANY more BIG features that need work. I wish progress was faster. Unfortunately, it is not. 

Don't believe me? Just take a look at this:
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On.
It only covers about 70% of the items being requested. 

If anyone has not done so, all I can suggest is that you make sure you add your VOTE at the top.

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Michael 102

All I really want is the ability to have the amount of a regularly-scheduled transaction vary ( like it could in QM2007). It's silly to think every recurring bill is going to be the same amount. I'm not sure the description of this feature is what I really want, but it seems to be the closest to what I need. Just have the "Pay" button open a window where I can put in the amount of the transaction.

robjcaldera

I don't see how this is a "nice to have" feature. It's a basic feature for managing accurate cash flow projections. Other financial software programs had this feature nearly 20 years ago. I know there's a lot to do. I've been looking at the list of improvements they keep putting out and I see LOTS of small improvements done that don't come close to the priority of this one. Besides, since they have it in the Windows version, how hard could it be to replicate it for Mac?

robjcaldera

I agree. That's exactly what I want. The ability to vary recurring transactions no matter when they're scheduled for.

Unknown

I also agree.  [removed]

I've tried voting for the ability to handle recurring bills with varying amounts, but I can't find this on any feature list.  If you can find a place to vote for this, please post the link.