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Is there any way to VIEW all Scheduled transactions in one place?

William Day

I use scheduled transactions a lot & become frustrated when I can't view the parameters that were established when the transaction was 'scheduled'. It would be nice to be able to (1) VIEW all scheduled transactions in one window/drop-down/etc. (2) SELECT one and (3) ALTER its parameters. Perhaps a future enhancement (if not already present)?

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Accepted answers

John_in_NC

You can. Click on "Bills and Income" on the upper ribbon. Then, click on the Projected Balances bubble below that. This will show the next instance of all scheduled transactions for all accounts in one spot. (You can filter what you see in this window, but the default is to show the next instance of each.)

Double click an individual schedtransx and click Edit to alter its frequency and other series parameters.

smayer97

Well according to this IDEA request, it is planned to be changed (though it was marked as PLANNED back in March 2019 and has yet to see the light of day)

https://community.quicken.com/discussion/7339965/rename-bill-reminders-aka-scheduled-reminders-in-quicken-for-mac-84-legacy-votes

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John_in_NC

William Day

Thanks.... Too bad that "Bills and Income" just doesn't say "Scheduled Transactions" - much more intuitive.

John_in_NC

William Day said:

Thanks.... Too bad that "Bills and Income" just doesn't say "Scheduled Transactions" - much more intuitive.

It was called Scheduled Transactions for a few years in Quicken for Mac. They changed it back to Bills and Income.

I can only speculate it was to mollify users who are impervious to change. :-(

jacobs

But "Scheduled Transactions" was better.

I wish they'd change it back, as this is a point of confusion for users.

smayer97

Well according to this IDEA request, it is planned to be changed (though it was marked as PLANNED back in March 2019 and has yet to see the light of day)

https://community.quicken.com/discussion/7339965/rename-bill-reminders-aka-scheduled-reminders-in-quicken-for-mac-84-legacy-votes