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FAQ: How to record Social Security Income & Customize Day of Month for Schedule

UKRUKR SuperUser ✭✭✭✭✭
edited November 2019 in FAQ'S (Windows)
How do I set up a Scheduled Income Reminder for my Social Security Income?
If the payment arrives on, for example, the 3rd Wednesday of each month ...

WINDOWS:

Work your way into the "How often" selection from left to right, selecting Monthly, every 1 month, then scroll the "on the" selection list until you find 1st, 2nd, 3rd, 4th, then select "Wednesday" in the last selection list.
As to setting up the Split transaction detail, much depends on the categories you have available in your data file. Here's my setup. YMMV




MAC:

Work your way into the "Frequency" selection, select Monthly, and then click the arrow next to "Starting" to expand the view. Make your selection of 1st, 2nd, 3rd, 4th, then select the day of the week, such as "Wednesday". 

An example of a Split transaction detail in Mac:



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