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Scheduling Social Security/disability payments

Jan Peterson

Has anyone suggested (or is working on) ADDING an option for Scheduled Transactions that occur based on government payment schedules, like every 2nd Wednesday of the month or every 1st Tuesday? Things like Social Security, Disability payments, and similar benefits are scheduled for auto-deposit like this, and are normally for fixed amounts. Automatic payments/deposits like this cannot be properly scheduled with the currently available schemes, since they are weekday-dependent and neither on a fixed monthly date nor every 4 weeks. Can this suggestion be pushed up to the Quicken programmers?

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Comments

UKR

Here's how you can do that ...

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

jacobs

Jan Peterson said:

Has anyone suggested (or is working on) ADDING an option for Scheduled Transactions that occur based on government payment schedules, like every 2nd Wednesday of the month or every 1st Tuesday? Things like Social Security, Disability payments, and similar benefits are scheduled for auto-deposit like this, and are normally for fixed amounts. Automatic payments/deposits like this cannot be properly scheduled with the currently available schemes, since they are weekday-dependent and neither on a fixed monthly date nor every 4 weeks. Can this suggestion be pushed up to the Quicken programmers?

the answer above is for Quicken Windows, and your question appears to be about Quicken Mac. Fortunately, you can already schedule these types of transactions in Quicken Mac. Here's how...

On the schedule screen, click the little unlabeled "v" button to the left of the starting date:

Now you will see additional scheduling options, so you can easily specify the second Wednesday each month:

Image: https://us.v-cdn.net/6031128/uploads/editor/8i/826sqp9l3y5x.png

I have tried to lobby for the developers to change the little button from the unintuitive "v" to a button which says "More Options", but they seem unwilling to change it, even though this interface design issue trips up lots of users.

UKR

jacobs said:

...
the answer above is for Quicken Windows, and your question appears to be about Quicken Mac. Fortunately, you can already schedule these types of transactions in Quicken Mac. Here's how...

The "answer above" contains both Quicken for Windows and Quicken for Mac advice. Just keep scrolling down a bit.

jacobs

UKR said:
The "answer above" contains both Quicken for Windows and Quicken for Mac advice. Just keep scrolling down a bit.

@UKR Apologies; you're quite right. Since the URL says Quicken for Windows, and the post is under Windows FAQs, I didn't look at it expecting it to include Mac information as well. (Could you perhaps post that same FAQ under a Mac FAQ category as well? Or edit the title to include "(Windows and Mac)"?)