Scheduled Transaction/Income - include an end date

mljacobs
mljacobs Member ✭✭
in Scheduled Transactions and Online Bills (Mac)
Now semi-retired, most of the work I accept come with a scheduled end-date. It would be helpful if in Quicken Mac under "Add Manual Manual Bill or Income" to include the ability to select an "end-date" in addition to the currently available "start-date".
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  • UKR
    UKR SuperUser ✭✭✭✭✭
    When you add or work with a scheduled reminder transaction, one of the data entry screens has the Frequency and the Starting date. Next to the Starting date is a "˅" button. Click it to see more options, including an option for how many reminders or an End date.
  • mljacobs
    mljacobs Member ✭✭
    Thank you, that is what I needed. I don't know how I missed that! :#
  • UKR
    UKR SuperUser ✭✭✭✭✭
    mljacobs said:
    Thank you, that is what I needed. I don't know how I missed that! :#
    You're welcome.
    Well, for one, it's not mentioned in the Help documentation pages ... at least not anywhere that I can find ...
    Remember those extra options. They come in handy when you need to set up something like your Soc Sec deposits for "Monthly, every 3rd Wednesday of the month" or other less often used settings.

  • kalaboy
    kalaboy Member ✭
    Sorry, but there absolutely is NOT a 'v' button next to the starting date.
    Quicken Deluxe. Version R45.21, Build 27.1.45.21.
    Running Windows 11.

    I'd like to see a screen shot of that. I've been running Quicken for 10+ years.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited January 9
    kalaboy said:
    Sorry, but there absolutely is NOT a 'v' button next to the starting date.
    Quicken Deluxe. Version R45.21, Build 27.1.45.21.
    Running Windows 11.

    I'd like to see a screen shot of that. I've been running Quicken for 10+ years.
    Said "'v' button" is a clickable triangle. This discussion is categorized for Mac users.
    Windows users 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)

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