How to Delete a Distant Scheduled Transaction (beyond one month) (Q Mac)

iGregor

How to delete a Scheduled Transaction that is beyond one month out? I have mistakenly duplicated a scheduled transaction almost a year down the road, and would like to remove the duplicate. I can find it both transactions on the calendar page, but am unable to delete either transaction. Thanks.

RickO

You can't delete it from the calendar page. Instead, go to Bills & Income > Projected Balances. In the first popup filter, change Next Instance to Next 1 Year. Optionally change the All Accounts popup to the account that contains the transaction to reduce the number of transactions in view. You should see the transaction(s) now. Double click the one you want to delete and click Delete All Instances in the blue bar.

A couple of notes:

1. If you were to catch this error right when it happens, menu Edit > Undo (Cmd-Z) will reverse it. But only if you don't close the file.

2. If the first instance of the transaction were more than a year out, you would need to use the Next Instance filter to see it.

RickO

You can't delete it from the calendar page. Instead, go to Bills & Income > Projected Balances. In the first popup filter, change Next Instance to Next 1 Year. Optionally change the All Accounts popup to the account that contains the transaction to reduce the number of transactions in view. You should see the transaction(s) now. Double click the one you want to delete and click Delete All Instances in the blue bar.

A couple of notes:

1. If you were to catch this error right when it happens, menu Edit > Undo (Cmd-Z) will reverse it. But only if you don't close the file.

2. If the first instance of the transaction were more than a year out, you would need to use the Next Instance filter to see it.

iGregor

Perfect! Thanks RickO. :)