Date Range Scheduled Transactions

waldof15e

I am a teacher who gets paid 9 months a year. Is there a way to date range my income scheduled transactions? I can't delete the summer month transactions without deleting the entire scheduled transaction. I have the same problem with a mosquito treatment service I only get during the spring, summer, and fall (8 months).Thanks.

waldof15e

RickO, thanks. I am currently skipping the summer months and that works fine but just creates a little extra work on my part when I am looking at future balances which is no big deal. The other thing I noticed is that I can put an end date to the scheduled transaction which would work but I would have to set it up again next year. For now, it looks like skipping is my best option. And I hope that I have to change the amount each year ;) . Appreciate the feedback.

waldof15e

RickO, thanks. I am currently skipping the summer months and that works fine but just creates a little extra work on my part when I am looking at future balances which is no big deal. The other thing I noticed is that I can put an end date to the scheduled transaction which would work but I would have to set it up again next year. For now, it looks like skipping is my best option. And I hope that I have to change the amount each year ;) . Appreciate the feedback.

jacobs

Another way to approach this: schedule the income transaction with an ending date of the last month of the current year. When you reach that point in the year, after having marked the last one as Deposited, then click on that last spring deposit, and select Transactions > Schedule this transaction. In the Schedule screen, set the starting date for August or September when the payments begin again. In other words, schedule each of these part-year recurring transactions for just the current cycle of deposits/payments, and then reschedule them again at the end of each season.