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Edit an existing transaction.

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

Best Answer

  • RickORickO SuperUser ✭✭✭✭✭
    Accepted Answer
    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).
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickORickO SuperUser ✭✭✭✭✭
    Accepted Answer
    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).
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Paul KleebergPaul Kleeberg Member ✭✭
    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.
  • RickORickO SuperUser ✭✭✭✭✭
    You're welcome. Glad to help.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Paul KleebergPaul Kleeberg Member ✭✭
    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.
  • RickORickO SuperUser ✭✭✭✭✭
    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".

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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