Support scheduling Social Security checks

The dialog for scheduling income cannot support Social Security checks because they occur on either the second or fourth Wednesday each month. Please provide a scheduling option for this type of monthly recurrence.
1
1 votes

Already Offered · Last Updated

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    This has been available in Quicken forever, but you need to dig a little deeper ...
    Please see

    https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-customize-day-of-month-for-schedule-in-quicken-for-windows (contains both Windows and Mac instructions. Mac users please scroll down a little)

  • kbrown354
    kbrown354 Member
    Thank you! I thought "2nd" in the first list meant the second day of the month. Never realized there were weekdays in the other dropdown.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    kbrown354 said:
    Thank you! I thought "2nd" in the first list meant the second day of the month. Never realized there were weekdays in the other dropdown.
    The sneaky thing is that (in Q Windows) the weekdays in the 4th field only show when the 3rd field is set to 1st ... 4th because there is no 5th ... 31st Thursday in a month.
    :smiley:
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    UKR said:
    The sneaky thing is that (in Q Windows) the weekdays in the 4th field only show when the 3rd field is set to 1st ... 4th because there is no 5th ... 31st Thursday in a month.
    Coming soon.. fifths of every weekday... B)


    Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    But many months do not have a 5th weekday so that would be messy.

    Some people have asked for 2 days before the third Wednesday for example and there is a way to do that too - set out to auto enter 2 days before the due date.
    QWin Premier subscription
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    But many months do not have a 5th weekday so that would be messy.
    Quicken provides "Last" to take care of that edge case.
    Jim_Harman said:
    Some people have asked for 2 days before the third Wednesday for example and there is a way to do that too - set out to auto enter 2 days before the due date.
    That doesn't do exactly what they want. The request was from customers of banks which actually credit the deposits 2 days early. Auto enter will still use the Wednesday date even though it enters the transaction in advance.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.