How do I set a termination date for a scheduled transaction?

Roobars

I have several scheduled transactions that terminate or change--iphone loans, Medicare payments, etc. I can't figure out how to change those instances going forward, without deleting the next immediate payment or deleting all past transactions. This makes no sense!

John_in_NC

You might have more than one question here: But, to set a termination date, do so by editing the scheduled transaction Schedule. See below:



As a side note, when you double click on the scheduled transaction, using the "Edit All Instances" allows you to change amount, frequency, etc. of the reminder series moving forward:



If you need to make one time changes for the single instance you are marking as paid, use the Mark As Paid option, and this will take you to a transaction where you can edit any detail for that single instance that will get posted when you hit return (or click save.)

Any of the above does not impact prior scheduled transactions you have marked as paid/posted to the register.

John_in_NC

You might have more than one question here: But, to set a termination date, do so by editing the scheduled transaction Schedule. See below:



As a side note, when you double click on the scheduled transaction, using the "Edit All Instances" allows you to change amount, frequency, etc. of the reminder series moving forward:



If you need to make one time changes for the single instance you are marking as paid, use the Mark As Paid option, and this will take you to a transaction where you can edit any detail for that single instance that will get posted when you hit return (or click save.)

Any of the above does not impact prior scheduled transactions you have marked as paid/posted to the register.