QMac.subscription.(5.14.2) Paying Bills with eBills all set up

djbenedetti

I have ebills all set up but I don't always pay what is due. If I click "pay now" does it always auto enter the transaction for the due amount?

Do I get a chance to edit the amount?

If I play around with it to test myself can I undo the transaction?

Specifically what actions can I UNDO? Are there certain things that can't be undone (given that I don't sync up with my bank).

Are there actions that can't be undone (even if I don't sync with my bank)?

John_in_NC

Howdy again, @djbenedetti

You can pretty much "'undo" anything you do in Quicken for Mac. The only places I have seen where it doesn't work is when you have to confirm a Save dialog box. (Or, a situation where you will get a warning that what you do can't be undone.)

But, if you are going to be playing around testing (which is a great way to learn), do make a backup first just in case.

If you click on those buttons, then yes, the scheduled transaction gets immediately posted to the respective account. Undo will "undo" this-you can try that out. You mentioned not syncing with the bank, so I assume you aren't using online Bill Pay. Now, if you really do, I cannot tell you the results as I don't pay bills that way. Based on your questions, I don't suspect you are.

You might also wish to look at "Projected Balances" in the Bills & Income Section:



This will show a global view of all scheduled transactions across all accounts. (They will also show in individual accounts as well.) . There, you have a bit more flexibility when posting transactions:

• If you click on the Paid (or Deposited) icon in the lower toolbar, the transaction will be posted immediately as the reminder is setup. (Yes, you can command+z to undo.)
• You can alternatively double click on the scheduled transaction, and choose the "Mark as Paid" option:

This will present you with the single instance of the transaction that you can edit to your heart's content. Hit enter to save, and this single instance will be posted. (This is useful for bills that vary (electric, etc.) or cases where you wish to pay a different amount. Future instances of the reminder won't be altered. 

If you have any more questions, post back.

John_in_NC

Howdy again, @djbenedetti

You can pretty much "'undo" anything you do in Quicken for Mac. The only places I have seen where it doesn't work is when you have to confirm a Save dialog box. (Or, a situation where you will get a warning that what you do can't be undone.)

But, if you are going to be playing around testing (which is a great way to learn), do make a backup first just in case.

If you click on those buttons, then yes, the scheduled transaction gets immediately posted to the respective account. Undo will "undo" this-you can try that out. You mentioned not syncing with the bank, so I assume you aren't using online Bill Pay. Now, if you really do, I cannot tell you the results as I don't pay bills that way. Based on your questions, I don't suspect you are.

You might also wish to look at "Projected Balances" in the Bills & Income Section:



This will show a global view of all scheduled transactions across all accounts. (They will also show in individual accounts as well.) . There, you have a bit more flexibility when posting transactions:

• If you click on the Paid (or Deposited) icon in the lower toolbar, the transaction will be posted immediately as the reminder is setup. (Yes, you can command+z to undo.)
• You can alternatively double click on the scheduled transaction, and choose the "Mark as Paid" option:

This will present you with the single instance of the transaction that you can edit to your heart's content. Hit enter to save, and this single instance will be posted. (This is useful for bills that vary (electric, etc.) or cases where you wish to pay a different amount. Future instances of the reminder won't be altered. 

If you have any more questions, post back.

djbenedetti

Thank you @John_in_NC

djbenedetti

> @John_in_NC said:

>
> This will present you with the single instance of the transaction that you can edit to your heart's content. Hit enter to save, and this single instance will be posted. (This is useful for bills that vary (electric, etc.) or cases where you wish to pay a different amount. Future instances of the reminder won't be altered. 
>
> If you have any more questions, post back.



Bills&Income ---> Projected Balance Screen
That's exactly what I needed. I will use this screen to pay those bills that change amounts. Thanks again.