Edit an existing transaction.

Paul Kleeberg

How do I edit Scheduled transaction? The help topic is not helpful. For example changing the recurring amount, the credit card or the date.

RickO

For current version of Quicken Mac, Double click the transaction. In the blue bar that appears, click Edit All Instances:



In the pane that opens, you can change the Details (including amount and account) and the Schedule (click the schedule tab at the top of the pane).

RickO

For current version of Quicken Mac, Double click the transaction. In the blue bar that appears, click Edit All Instances:



In the pane that opens, you can change the Details (including amount and account) and the Schedule (click the schedule tab at the top of the pane).

Paul Kleeberg

Thank you. That is once again very helpful. I also note one must do it with a future transaction and not one that is marked as paid.

I apologize for flooding this forum with tons of questions. I do my best to research it first and ask when I come up empty handed.

RickO

You're welcome. Glad to help.

Paul Kleeberg

Still stuck. That works if the future transaction appears on the account. I want to change the principle portion of my mortgage payment that does not appear as pending. How do I do that?

My work around was to create a new transaction with the correct one, but how do is see the one that needs to be deleted? Is there a way to see all scheduled transactions? I want to make modifications to several that exist.

RickO

There are two ways to see the future scheduled transactions:

1. Go to the Bills & Income tab and click the Projected Balances section there.
2. In each account register, click menu Accounts > Settings... Toward the bottom you'll see a setting to control how far out to show future scheduled transactions. I have all of mine set to "Show next occurrence".