QFW 2017 to QFM 2020 - Scheduled Transactions, Transferring $, Transaction Flags/Notes

SageOne

Trying to migrate from QFW2017 to QFM2020. I have several "How does this work in QFM 2020?" questions I'd like to ask, for those who've perhaps been on this road before:


1. I had to set up manually a billing reminder in QFM 2020 for a Bill I pay every 3 years. I need to edit the Payment Method now, but I don’t see an obvious way to find this Billing Reminder. How do I find it so that I can edit it?
2. On the QFM 2020 "Home - Upcoming Bills and Income" window: How do I delete an entry there that was created when QFM found XX potential bills to be paid in my migration of the QFM 2017 file?
3. With QFW, there is a "Transfer money" function - click the Actions icon, move down to “Transfer Money”, click, and enter the Amount, Account From, Account To, viola. How do I do this with QFM 2020?
4. Add a Flag or Note to a Transaction - easy enough with QFW; how do I do this with QFM?

Thanks.

John_in_NC

You might prefer to click on (Bills & Income): Projected Balances to see a single view of all scheduled transactions in a single view. In this view, they appear as the transactions the same way they do in individual registers. The separate Bills & Income views are more geared if you have set things up for eBills. 

1) If you double click on a scheduled transaction (and choose Edit All Instances), you can go into the schedule and set it to occur every 3 years. You have to click on the disclosure triangle to get your addition options:



2) Again, look at he Projected Balances. You can deal with all your scheduled transactions in a single spot. you can delete any reminders there (as you can in the individual register.

3) There is no menu command to create the transfer. But, it isn't hard to do: simply enter the transaction: You have two ways of doing indicating a transfer: use Transfer: [Account Name] as the category similarly as you did in QWin, or make the Transfer column visible and enter the destination account there. Notice this transfer:



4) There are no flags or notes (outside of adding a memo) in QMac

I hope this helps.

smayer97

Meanwhile, for 4), you can add your VOTE to add a record (transaction) flag variable.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!

John_in_NC

You might prefer to click on (Bills & Income): Projected Balances to see a single view of all scheduled transactions in a single view. In this view, they appear as the transactions the same way they do in individual registers. The separate Bills & Income views are more geared if you have set things up for eBills. 

1) If you double click on a scheduled transaction (and choose Edit All Instances), you can go into the schedule and set it to occur every 3 years. You have to click on the disclosure triangle to get your addition options:



2) Again, look at he Projected Balances. You can deal with all your scheduled transactions in a single spot. you can delete any reminders there (as you can in the individual register.

3) There is no menu command to create the transfer. But, it isn't hard to do: simply enter the transaction: You have two ways of doing indicating a transfer: use Transfer: [Account Name] as the category similarly as you did in QWin, or make the Transfer column visible and enter the destination account there. Notice this transfer:



4) There are no flags or notes (outside of adding a memo) in QMac

I hope this helps.

smayer97

Meanwhile, for 4), you can add your VOTE to add a record (transaction) flag variable.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!