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changing a scheduled transaction
plumjam Member ✭
edited August 2021 in Paying Bills, eBills & Scheduled Transactions (Mac)
Problem: there is not enough clarity in the menu choices for Changing Scheduled Transactions. It seems to me that the drop down menu when you click on a Scheduled Transaction should say: Mark as Paid / Skip this Instance / Edit this Instance/ Edit all Future Instances / Delete all Instances / Delete this Instance. The Menu Item "Edit All Instances" seems to only edit future and not past occurrences but this is not clear in the language. This is also consistent with a lack of clarity in the Transaction Details Window that pops up. You should have the ability to change ANY details or scheduling info about an individual instance, without worrying that you are affecting past posted payments. In addition it should be clear when you are making a change (amount of payment date) that you want to keep for all future occurrences that that is the case. And then there is that annoying "Invalid Date" window that keeps popping up...
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