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Converting Scheduled Transactions: do I have to start from scratch?

Jan Peterson

From old Quicken for Mac 2007 to OM 2019, which I successfully completed, were all scheduled transactions, loan payments, etc., lost? I cannot find them.

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File Conversion

Scheduled Transactions

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Comments

Jan Peterson

There are no Scheduled Transactions under that tab (not even the name shows), so presumably none cam over in the conversion from older Quicken version, right? The only items visible are: Bills, Income, Payees, and Projected Balances. All are blank (have no entries).

jacobs

@Jan Peterson Scheduled transactions do not come over. You can read what does and doesn't convert on this page. What you'll need to do is to find the latest instance of each of your schedule transactions, Contol-Click on it, select Schedule Selected Transaction from the pop-up menu, and set the schedule you want.

smayer97

Scheduled transactions ARE supposed to carry over... even as per that article referenced. So something is amiss.

Have you tried re-indexing your data file before importing in the new QMac?

jacobs

Sorry, yes, I misread and reversed me do and do not. My point, though, was that it really doesn't take long to re-create schedules for transactions. It may be faster and easier to just re-establish the schedules than it is to try to diagnose what happened (or didn't) in the migration. Especially if you have access to Quicken 2007, and can view a list of scheduled transactions, and just go through those same transactions in Quicken 2019 to make sure you have them all set up. Most people, I'd guess, have fewer than two dozen schedule transactions, so 10 or 15 minutes of work and you'll be back up and running.

Jan Peterson

Thanks, everyone, for responding. I'll be slower that 10-15 min, but I get it. Best regards, Jan

smayer97

Have you tried re-indexing your QM2007 data file and re-importing to see if those scheduled transactions migrate over?
That is a supported feature of migration.