Add ability to skip a recurring transaction without skipping earlier unpaid instances

If I try to delete a future transaction (from the Bills & Income window), there only seem to be 3 options:

Delete this series of scheduled transactions
Skip this instance and all earlier, unpaid instances
Edit this series of scheduled transactions

There doesn't seem to be an option to skip an instance without also skipping earlier instances.

I have also tried clicking on the status icon (clock shape) for the transaction. It *does* give the option "Skip this Instance". But when I tried that, it also removed all earlier unpaid instances. :/:/
4 votes

New · Last Updated


  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @sclydebillups

    Thank you for taking the time to visit the Community to post your question.

    At this time there is no option to skip a scheduled transaction without skipping the prior instances.

    I have gone ahead and changed this post to an Idea thread so that others may vote to add this feature added to Quicken.

    Thank you,
    -Quicken Tyka
  • mybank2002
    mybank2002 Member ✭✭✭✭
    Thanks for this seems to have been addressed that would have made me bonkers if that was the option. I was getting on to request that the default be "Skip this instance."

    I think a general rule of thumb for software is what is the safest option if a user mindlessly or accidentally just press return twice or okay. You can always go back and select a future instance and choose to remove all of the future transactions.

    Also for the first/default option "Delete this series of scheduled transactions, All of the transactions in the series of scheduled transactions will be deleted" should that read instead "All of the future transactions in the series of scheduled transactions will be deleted" or will it really delete past reconciled transactions?
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @mybank2002

    Thank you for taking the time to visit the Community to post your question!

    The  "Delete this series of scheduled transactions" will delete the previous transactions that are still scheduled.

    In this example, if I want to skip the transaction in August, this will also skip the June and July transactions because they are scheduled.

    Transactions that have been marked as paid, will not be affected when a scheduled transaction is marked as paid this creates a "real" transaction and is no longer associated with the scheduled series. 

    In this example, the June and July transactions have already been marked as paid and the August transaction can now be skipped, and this won't affect the previous transactions.

    This would be the current process to skip a future scheduled transaction.

    I hope this helps!

    -Quicken Tyka
  • mybank2002
    mybank2002 Member ✭✭✭✭
    This makes sense and is good.  That is great to know, this is a little different behavior than it is on Quicken for Windows I think. I made the mistake of entering transactions without linking them and marking them as paid through the scheduled transactions and it completely threw off reports. 
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    Still desired and useful. I sometimes need this option and have to manually create this... which is a pain.
    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

    user since '92, STILL using QM2007)