Scheduled Transactions

Hazel

I need to edit one of the scheduled transactions imported from Quicken 2007 into 2017. While I see that I can access a previous entry, if I change that entry, will it stay that way going forward? I don't see a menu item for what I need to do. I could create a new scheduled transaction but don't see how I could delete the current scheduled transaction because I cannot find the actual list of them as it appears in 2007.

RickO

No, changing a previous entry will not change the scheduled transaction going forward. If you don't see the scheduled transaction in the register (indicated by a clock icon in the Status column), go to the account settings (menu Account > Settings...) and set the Scheduled Transaction display (toward the bottom of the settings window) to either "Show the next occurrence..." or "Show all occurrences in the next...". 

Alternatively, you can go to the Bills & Income tab, then Projected Balances to see the future scheduled transactions in all accounts.

Once you see the scheduled transaction, double click it, then click "Edit All Instances" to change all occurrences going forward.

RickO

No, changing a previous entry will not change the scheduled transaction going forward. If you don't see the scheduled transaction in the register (indicated by a clock icon in the Status column), go to the account settings (menu Account > Settings...) and set the Scheduled Transaction display (toward the bottom of the settings window) to either "Show the next occurrence..." or "Show all occurrences in the next...". 

Alternatively, you can go to the Bills & Income tab, then Projected Balances to see the future scheduled transactions in all accounts.

Once you see the scheduled transaction, double click it, then click "Edit All Instances" to change all occurrences going forward.

Hazel

Thank you. Will try it.