How do I end a scheduled transaction without deleting all previous transactions? (Q Mac)

JenB

When I click on "edit all transactions" and then on "schedule" I am not given an option to choose an end date, so how am I supposed to end this scheduled loan payment which has now been paid off? It seems like it should be a very simple thing to do!

jacobs

As an alternative to what Rick suggested…

If you double-click on the scheduled transaction in a register, you'll see the blue menu bar show up under the transaction. The last item on the right of the blue bar is Delete All Instances.



Click Delete All Transactions and it will ask if you're sure, and then it will delete all instances of the scheduled transaction -- but will not affect transactions which have already been marked paid.

And if you want to delete the schedule in the future, but not today, you can edit the scheduled transaction to add an ending date. Click Edit All Instances, which will open the Transaction Details panel. Click on the Schedule tab at the top.



The trick is to click the little grey triangle to the left of the Starting field. The opens up more options -- including setting an end date:

jacobs

As an alternative to what Rick suggested…

If you double-click on the scheduled transaction in a register, you'll see the blue menu bar show up under the transaction. The last item on the right of the blue bar is Delete All Instances.



Click Delete All Transactions and it will ask if you're sure, and then it will delete all instances of the scheduled transaction -- but will not affect transactions which have already been marked paid.

And if you want to delete the schedule in the future, but not today, you can edit the scheduled transaction to add an ending date. Click Edit All Instances, which will open the Transaction Details panel. Click on the Schedule tab at the top.



The trick is to click the little grey triangle to the left of the Starting field. The opens up more options -- including setting an end date:

JenB

Thank you - I discovered clicking on the little triangle to open up the additional selections and was able to do it that way. Appreciate the feedback!