Schedule Transactions End Date

razzzy`

I can schedule a transaction (every month on the 28th for example). However, I don't see a way to say don't pay after 10 times or after this date. I used to be able to do that with my old quicken. Thoughts? I haven quicken deluxe 2019, newest version and update.

jacobs

It's hidden away on the schedule screen:



You need to click the triangle next to the start date, and then you'll see where you can set an optional end date for a specific number of instances or a specific date.

razzzy`

never mind. found it.

MikeP

Where did you find it? I don't see how to set an end date for a scheduled transaction.

jacobs

It's hidden away on the schedule screen:



You need to click the triangle next to the start date, and then you'll see where you can set an optional end date for a specific number of instances or a specific date.

smayer97

But why does Quicken hide such useful info?  

donnaspride

Thanks for the posts I couldn’t find it either. Did all kinds of work around.

donnaspride

So I tried it and the schedule end on a date is not working. Scenario schedule frequency twice a month 7th and 22nd end on 12/23/2019. The schedule transactions never stop. Anyone else having this issue? Don’t want to report if I am doing something wrong.

jacobs

@donnaspride I just tried playing around with a scheduled transaction giving it an end date, and it seems to always respond properly to the end date. I then created a transaction using your parameters: twice a month on the 7th and 22nd, every 1 month, ending on 12/23/19 -- and the schedule does indeed stop with the 12/22/19 instance.



 So I'm unable to re-create the problem you're describing.

Just checking: are you using Quicken 2019, version 5.12.4?