scheduled transactions

How do i edit a scheduled transaction for changes in amount due?

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Is the scheduled transaction displayed in the register? If not, click the tiny clock icon at top right and choose an option to display the scheduled transaction.

    Do you wish to change just the amount of the next occurrence but leave the rest of the original series as is? If so, double click the transaction and enter the new amount (and/or date). You can only change the date and amount this way and you can only change the next occurrence (not any further into the future).

    If you wish to change all future occurrences, after double clicking the transaction, click Edit All Instances button in the blue bar below the transaction. 

    You can also do the same functions if you go to the Projected Balances tab in Bills & Income.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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