Finding and Editing Scheduled Transactions

GeorgeGeiger

I'm new to Quicken 19 for Mac. Would someone please give me some general guidance on working with scheduled transactions. In prior versions of Quicken there was an easy means of finding this list. Now - the advice I find when Googling the question is to go to Quicken Home and then the "Scheduled Bills and Deposits Tab". I can't find this tab.

Also, is there a general users doc for Quicken 19 I could download?

Thank you

jacobs

@GeorgeGeiger what you found from Googling sounds like it was for Quicken Windows, not Quicken Mac.

There are two ways to see scheduled transactions. you can see them in your account registers if you click on Settings in the bottom toolbar on the far right, and select how many months you want to see into the future:




In this case, I've set it to show 90 days ahead; you can select 7 days, 14 days, 30 days, 90 days, 6 months or 12 months. In your register, future scheduled transactions appear in gray with a clock icon in the Status column. So if I have a scheduled transaction for my monthly iCloud backup fee for Apple, and I set me register settings to show the next three months of scheduled transactions, I see this:



the 7/21 entry, in black, has already been paid; the next three months of scheduled transactions show above the blue separator bar.

Again, this set on an account-by-account basis, so you could have a credit card account show the next 30 days but your checking account show the next 90 days.

But if you want to see all your scheduled transactions, across all accounts, in one place, then you click on Bills & Income in the main blue menu bar. On the Bills tab, you can select a range like Next 30 days or Next 6 Months, and it will show the scheduled Payees. However, it doesn't show the complete schedule; it shows each scheduled Payee and the next date for that Payee, but not all future dates for the Payees.

So here's what that Apple scheduled transaction looks like here:



--------------------

In terms of a general training document for Quicken Mac, I'm sorry to say there's no such thing. Pretty much all software developers have ended the practice of producing user guides or manuals. But there are some good resources I can point you to.

The first is on the Help menu of Quicken: the Getting Started Guide and Quicken Help. While neither are a comprehensive manual, there's actually a pretty good amount of how-to information embedded there.

A fellow user has compile a post with links to many of the other available help resources, including videos from Quicken and fellow users, here:
Quicken Mac FAQ: Where to find a Help Guide

And use this forum when you have questions. Search to see if there's an existing post about the area you're having a problem with, and if not, post your own question as you did here.

John_in_NC

Across the top, you will see a section "Bills and Income". Then click on the "Projected Balances" button, and this will take you to a list showing the next instance of all scheduled transactions across all accounts.

You can enter/work with scheduled transactions in any individual register as well, but if you want a single list, follow the instructions above.

The Help files has greatly improved over the years. That should be a good starting point in answering questions. Or, you can ask here as well.

GeorgeGeiger

Thanks for the prompt answer.

jacobs

@GeorgeGeiger what you found from Googling sounds like it was for Quicken Windows, not Quicken Mac.

There are two ways to see scheduled transactions. you can see them in your account registers if you click on Settings in the bottom toolbar on the far right, and select how many months you want to see into the future:




In this case, I've set it to show 90 days ahead; you can select 7 days, 14 days, 30 days, 90 days, 6 months or 12 months. In your register, future scheduled transactions appear in gray with a clock icon in the Status column. So if I have a scheduled transaction for my monthly iCloud backup fee for Apple, and I set me register settings to show the next three months of scheduled transactions, I see this:



the 7/21 entry, in black, has already been paid; the next three months of scheduled transactions show above the blue separator bar.

Again, this set on an account-by-account basis, so you could have a credit card account show the next 30 days but your checking account show the next 90 days.

But if you want to see all your scheduled transactions, across all accounts, in one place, then you click on Bills & Income in the main blue menu bar. On the Bills tab, you can select a range like Next 30 days or Next 6 Months, and it will show the scheduled Payees. However, it doesn't show the complete schedule; it shows each scheduled Payee and the next date for that Payee, but not all future dates for the Payees.

So here's what that Apple scheduled transaction looks like here:



--------------------

In terms of a general training document for Quicken Mac, I'm sorry to say there's no such thing. Pretty much all software developers have ended the practice of producing user guides or manuals. But there are some good resources I can point you to.

The first is on the Help menu of Quicken: the Getting Started Guide and Quicken Help. While neither are a comprehensive manual, there's actually a pretty good amount of how-to information embedded there.

A fellow user has compile a post with links to many of the other available help resources, including videos from Quicken and fellow users, here:
Quicken Mac FAQ: Where to find a Help Guide

And use this forum when you have questions. Search to see if there's an existing post about the area you're having a problem with, and if not, post your own question as you did here.

GeorgeGeiger

Thanks for your help.