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How to edit scheduled FUTURE transactions (specifically)

Hi, I want to change the amount of a scheduled transaction for FUTURE payments. However, the option I see says "Edit All Instances". I'm worried this will change all PAST transactions as well since it doesn't specify FUTURE. I may be too cautious... but think I should check before I cause myself a big headache! (Quicken 2020 v 5.16.1)

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    Edit All Instances will not change any earlier transactions that have already been  marked as paid. 

    That said, if you only want to change the date or amount of the next instance, you can just double click the transaction and change those fields without affected the next and future instances.
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    Edit All Instances will not change any earlier transactions that have already been  marked as paid. 

    That said, if you only want to change the date or amount of the next instance, you can just double click the transaction and change those fields without affected the next and future instances.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • pattyf
    pattyf Member ✭✭
    Worked perfectly as you said. Many thanks!
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