add ability to edit all fields in the reminder, not just the date and amount.

davidlambert
davidlambert Canada Beta Beta
It would be nice if it were possible, when editing a single instance of a recurring reminder, to be able to edit all fields in the reminder, not just the date and amount. Currently, if I want to for example, change the interest paid on the next instance of a mortgage payment (a split transaction that includes principal and interest), I have to choose 'Edit this instance and all future instances' in order to change the amount of the interest portion of the split transaction.
19
19 votes

New · Last Updated

Comments

  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    Absolutely agree...all fields should be made available for edit in this situation.
    Have Questions? Help Guide for Quicken for Mac
    FAQs: Quicken Mac Quicken Windows Quicken Mobile
    Add your VOTE to Quicken for Mac Product Ideas

    Object to Quicken's business model, using up 25% of your screen? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    (Canadian
    user since '92, STILL using QM2007)
  • dale5008
    dale5008 Member ✭✭
    I'm having the same problem!
  • wrnoof
    wrnoof Member ✭✭
    Absolutely. Quicken does not calculate the same interest due on my mortgage as does the bank. Of course, the bank overrules Quicken. It would be great if I could edit the next mortgage payment, entered in my register as a reminder, to reflect the P&I due as reported by the bank on my mortgage statement. I used to be able to do that, but now I can no longer edit future mortgage payments to agree with the bank's figures. I hope this gets straightened out soon.
  • jrich75
    jrich75 Member ✭✭✭✭
    I would also like to see this.  I use the memo field to indicated the actual date of a bill being paid so a way to select fields to edit for the current instance would really make that easier.
    Quicken user since 1995
    Win10 Deluxe Subscription thru 2021
  • Hi, I would like some inputs on this. As of now when you enter the reminder instance, you can enter all relevant details wrt. memo, splits etc. Does that not meet your need? I'm trying to understand your need for updating the next instance with all the details, before entering the reminder. Can you please help me understand?
  • davidlambert
    davidlambert Canada Beta Beta
    edited August 2021
    When you right-click on a transaction reminder and select "Edit this instance" you can't edit any field other than the date and amount.

     

    I frequently change a split transaction amount in a recurring transaction reminder, such as a mortgage payment, where the principal and interest change each month. Currently I have to select "Edit this and all future transactions" in order to change the split amount.

     
  • UKR
    UKR SuperUser ✭✭✭✭✭
    A few days before due date, when you Enter this reminder, you should be able to edit all the transaction details, including Split details like principal, interest, additional principal and/or escrow amounts.
    Select "Enter" from a Bill & Income Reminders dialog.
    In the Enter Expense Transaction dialog select Split.
    Make the required changes in the Split Transaction dialog.
    I've used this kind of process for years while paying off a car loan, where principal and interest amounts as charged by the bank always were off by a few cents from what Quicken had calculated.
    There's no need to Edit this instance or Edit this instance and all future instances before you can record the reminder.
  • davidlambert
    davidlambert Canada Beta Beta
    The only problem with this procedure is that it enters the transaction immediately instead of on the due date.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    The only problem with this procedure is that it enters the transaction immediately instead of on the due date.
    The future dated transaction is entered in your register. If you are using Bank bill pay, that is when the money leaves your account and payment should arrive at the payee. I like to see the future dated transactions because it helps to see what my future balances will be.

    Would you like the behavior to be different?
    QWin Premier subscription
  • davidlambert
    davidlambert Canada Beta Beta
    Yes. I would like to edit the transaction and then have it automatically enter on the due date.
  • Ditto: Yes. I would like to edit the transaction and then have it automatically enter on the due date.

    I cannot see why this is not obvious or allowed. I just spent maybe half an hour straightening out the split on January's SS deposits. And then I had to _Enter_ February's that has not come in yet for it to be saved, now that I've got it right. This is not what you would call user friendly. Nor should it be hard to fix.
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    If entering the reminder's transaction in advance is not sufficient, after entering the reminder's transaction, you may use the transaction to create an only once reminder and delete the transaction: right-click on the transaction and select Add reminder, ...
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    I still don't understand what the issue is with having an upcoming transactions appear in your register before the due date.

    The workflow I use with reminders where the amount varies each month is:
    • Wait for the bill or email notification with the amount due. 
    • Find the reminder, fill in the date if I need to change it and the amount
    • Hit Pay for bill pay items, or Enter if the money is taken from my account automatically or I am writing a check. 
    • This puts the transaction in my register with the appropriate future date.  
    For reminders like Social Security or insurance premiums where the amount is the same each month, I set the reminder to Auto enter, usually 5 days in advance. All of these transactions are set to deposit or withdraw from my account automatically. I suppose you could set it to enter on the due date, but when downloading transactions, it is important to have the transaction in the register before the download occurs, so Quicken can match the download to the already-entered transaction.
    • Once a year, before the first payment is due, I edit the reminder to reflect the new payment amount
    • Quicken automatically enters the transaction in my register on the specified date.
    QWin Premier subscription