Scheduling a Transaction

CharPatton

This used to work. Likely dumb user error on my part but here goes.

How do I schedule a transaction?

I think I used to right-click on the transaction, choose "Schedule Selected Transaction", and then I could adjust the details of the transaction.

Now nothing happens...

jacobs

…or… schedule the transaction using Schedule Selected Transaction and, although it may seem nothing happened, look in the account register for the gray scheduled transaction one month from today. Double-click that transaction and select Edit All Instances from the small blue pop-up menu; this will let you set the details of the recurring transaction.

Hopefully the developers will be fixing this in an update this spring. 

MontanaKarl

It's right in your screenshot above Set Selected ... and below Report...

jacobs

…or… schedule the transaction using Schedule Selected Transaction and, although it may seem nothing happened, look in the account register for the gray scheduled transaction one month from today. Double-click that transaction and select Edit All Instances from the small blue pop-up menu; this will let you set the details of the recurring transaction.

Hopefully the developers will be fixing this in an update this spring. 

CharPatton

Thanks to RickOand Jacobs for thoughtful answers!