Recurring transactions

tmediaman

We used to be able to enter the date of a recovery transaction as "the last Friday of the month" or "the third Wednesday of the month," or specify a certain date which would repeat each month. We are no longer able to set a recurring transaction except as a specific date every month which does not fit, for example, having to pay the rent on the first Monday of a month. This is not an improvement!

jacobs

@tmediaman You can definitely schedule those events the way you want. Here's one set for the last Friday of the month:


or the third Wednesday of the month:

The key, which isn't very intuitive, is the little triangle to the left of the Starting date; you need to click it to show all the options. (The product manager says they hid all the options by default because users found it confusing; in my experience, they've confused at least as many users by hiding them!)

UKR

Please take a look at this discussion for a solution to your problem:
https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-in-quicken-for-windows  (both Windows and Mac solutions are shown)

jacobs

@tmediaman You can definitely schedule those events the way you want. Here's one set for the last Friday of the month:


or the third Wednesday of the month:

The key, which isn't very intuitive, is the little triangle to the left of the Starting date; you need to click it to show all the options. (The product manager says they hid all the options by default because users found it confusing; in my experience, they've confused at least as many users by hiding them!)