how to enter automatically scheduled transactions?

how to enter automatically scheduled transactions?

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Answers

  • Rich_M
    Rich_M SuperUser ✭✭✭✭✭
    @Gad Please elaborate further, are these scheduled with a biller, your bank, with QuickPay, Bill and Income Reminders you have or want to create?
    Quicken 2017 Premier - Windows 10 Pro
  • Gad
    Gad Member
    They are not scheduled with anything, just repeated transactions, such as monthly allowance to my children for example.
  • Rich_M
    Rich_M SuperUser ✭✭✭✭✭
    edited November 2020
    @Gad If you want to schedule register transactions in Quicken, you create a Bill, Income or Transfer Reminder for each one.  In the reminder you specify the Payee, Amount, Due Date, Account to Use, Frequency, etc.  When the reminder becomes due, you will be prompted to enter it in the register.  You also have the option to have it automatically entered.
    Quicken 2017 Premier - Windows 10 Pro
  • eagerly
    eagerly Member
    how do you use a custom date eg. 2nd thursday of each month for a bill &m income schedule
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Accepted Answer

    See FAQ on how to enter Social Security (or any Deposit) and set it up for a certain day like the 3rd Wednesday of the month for Windows andMac 

    https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-customize-day-of-month-for-schedule-in-quicken-for-windows

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