Edit Scheduled Transaction

System
System Member admin
in Budgeting and Planning Tools (Mac)
This discussion was created from comments split from: Quicken for Mac v5.12 Released.

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  • caram
    caram Member ✭✭✭
    Is it safe to edit a scheduled transaction for a loan?

    I would like to add a tag to the principal and interest, as well as change the category for the principal (whilst keeping the transfer). I don't seem to be able to do that from the Edit Loan and Payment Terms dialog. And I fear that if I do this from the scheduled transaction, it will somehow mess up the loan. (I've been in this territory before.)

    Or is it safe to edit the scheduled transaction?
  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    edited October 2019
    No problem.
    I do exactly what you describe.
    I edit the transaction when it displays in my checking account register and change the category for principal.
    Rhe original scheduled transaction is not affected.

    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

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