Quicken 2017 for Mac: how do I see a list of all my current scheduled transactions?

callisto4550

I've used Quicken for Windows for years and recently bought a MacBook and decided to start using Quicken for Mac. I'd like to be able to see a list of all my current scheduled transactions if that's available. I have to admit I like the Windows version of Quicken MUCH better than the iOS app. Thanks much.

RickO

I'm so sorry. Somehow I missed that you are using QM2017, not the current version.

In that case, just click the Bills tab in the blue bar at the top. There you should see a list of all your upcoming scheduled transactions in all accounts. You can use the filters at the top to control how far out in time is displayed, which account or account group is included, and whether you see spending, income or both. You can click menu View > Columns to control which columns are displayed.

If this isn't what you're looking for, please describe in more detail what you're missing.

RickO

Click the Bills & Income section in the blue bar. Then click the Projected Balances tab on that screen. 

chitownhockey

It's Quicken Mac 2017. There is no Bills & Income section. It's only Bills in the 2017 version. Plus, there is no Projected Balances tab in the 2017 version.

RickO

I'm so sorry. Somehow I missed that you are using QM2017, not the current version.

In that case, just click the Bills tab in the blue bar at the top. There you should see a list of all your upcoming scheduled transactions in all accounts. You can use the filters at the top to control how far out in time is displayed, which account or account group is included, and whether you see spending, income or both. You can click menu View > Columns to control which columns are displayed.

If this isn't what you're looking for, please describe in more detail what you're missing.