Why isn't a Scheduling of existing transaction working?

Donnette

I am using Quicken Classic Starter (Canada) on a Mac. In my existing Quicken file, I have successfully used scheduled transactions in all types of accounts. I've just opened a new file, and have successfully set up scheduled transactions in Checking accounts and Credit Card accounts. However I have tried to set them up in 2 different Cash accounts, and it doesn't work. No error … just the scheduled transaction doesn't show up. Any suggestions as to how to fix this would be appreciated.

jacobs

@Donnette Do you have this account register set to show future scheduled transactions? In the upper right, there is a small clock icon, and next to it a "v" widget you can click to display a dropdown menu. Here you select what future scheduled transactions you want to see. It sounds like you may be set to not show reminders.

John_in_NC

Hi, Donette:

I don't see any issues setting up scheduled transactions in Cash accounts. It should be pretty straightforward if you look at the next instances in the scheduler when setting up.

You didn't give many details other than "it doesn't work." I question if your schedtransx actually exists, but your visibility (or filters) of them is preventing you from seeing them. You didn't mention where you don't see them. In the register? In the Bills & Income?

Since you are a Canadian user, I would verify the currency setting of your Cash accounts to make sure they match the other accounts/Quicken. I would also look at how your register is looking at viewing the occurrence of the next scheduled transaction. It is a date range or next occurrence?

Without knowing how "doesn't work" means, it is hard to give help other than the above suggestions where to look. Good luck, and post back with any questions.

Donnette

Hi John … thanks for looking at this.

I'm working in the Register, and I have checked the Currency - it is set to CAD as are all my accounts except a USD credit card. Also I have no filters set … it is set for All Dates, All Types, Any Status.

This is exactly what I'm doing … I have a transaction set up for the next date I know it will happen. Then I select that transaction, and choose the option "Schedule Selected Transaction". I set the Frequency to Monthly and choose the date for the next occurrence. Then I save it, and nothing changes in the register. I do know how this is supposed to work. I have used them extensively in my other File. This is a brand new File that I've started, and in this new File I have a Checking Account and have successfully set up 20 scheduled transactions. It is only in the Cash account that it isn't working. And I do know it should work in the Cash account because it works in the cash account of the File I've been using for several years.

Any advice you can provide would be appreciated.

jacobs

@Donnette Do you have this account register set to show future scheduled transactions? In the upper right, there is a small clock icon, and next to it a "v" widget you can click to display a dropdown menu. Here you select what future scheduled transactions you want to see. It sounds like you may be set to not show reminders.

Donnette

Thank you so much !! That was the problem. I had completely forgotten out that little widget. I guess, when starting with a brand new File, the default for Checking accounts must be "Next One Due", and the default for Cash accounts seems to be "Don't Show Reminders". Very much appreciate the help!! Have a good day.

John_in_NC

I feel like I was shoved out of the way answering this, but I am glad you got it figured out so quickly, Donnette!