Recurring Income

Michael Graybill

How do you set recurring income to a specific day of the month (4th Wednesday).
How do you limit the # of recurring payments (12 in 2020).

lhossus

If you have a transaction representing the most recent deposit of that income, select it and then in Quicken's menu choose Transactions > Schedule Selected Transaction. Then choose "Other Bill or Income"
If you are creating a recurring income transaction from scratch, then in Quicken's menu choose Transactions > New Scheduled Transaction. Then choose "Other Bill or Income"
If you have a recurring transaction, but the schedule is wrong, then select it and then in Quicken's menu choose Transactions > Edit Schedule
In each case, follow the dialog cues:
- In the first two cases above, you enter the details for the transaction, then click Next to schedule the occurrences.
You now come to the dialog that looks like this, except that the little disclosure triangle next to "Starting 1/2020" is in the closed position.

Click on the disclosure triangle to reveal the hidden parameters. In my case I have income scheduled for the 2nd Wednesday of the month.
Let us know if this works for you.

volvogirl

Mac.........

How to enter a deposit on a certain day like the 3rd Wednesday 

https://community.quicken.com/discussion/7855845/2019-mac-how-do-i-show-a-deposit-for-social-security-that-is-made-every-4th-wednesday-of-the-month

lhossus

If you have a transaction representing the most recent deposit of that income, select it and then in Quicken's menu choose Transactions > Schedule Selected Transaction. Then choose "Other Bill or Income"
If you are creating a recurring income transaction from scratch, then in Quicken's menu choose Transactions > New Scheduled Transaction. Then choose "Other Bill or Income"
If you have a recurring transaction, but the schedule is wrong, then select it and then in Quicken's menu choose Transactions > Edit Schedule
In each case, follow the dialog cues:
- In the first two cases above, you enter the details for the transaction, then click Next to schedule the occurrences.
You now come to the dialog that looks like this, except that the little disclosure triangle next to "Starting 1/2020" is in the closed position.

Click on the disclosure triangle to reveal the hidden parameters. In my case I have income scheduled for the 2nd Wednesday of the month.
Let us know if this works for you.