Scheduled Transaction Group Issue

Rick4
Rick4 Member ✭✭✭

Some time ago I set up several Scheduled Transaction Groups which I execute every month. I had no problem adding the payees to these groups by simply checking the box next to the memorized payee transactions I had previously set up. When I recently decided to add several new Payees/memorized Transactions, the new transactions do not show up in the list. What would cause them to not be shown under the existing Scheduled Transaction Group?

Comments

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @Rick4,

    Thank you for reaching out! I have a few questions to make sure I fully understand what’s happening:

    1. Are you seeing those new payees in your memorized payee list but not in the Edit Transaction Group window? Screenshot 2026-04-06 at 7.50.57 AM.png
    2. Is this issue happening with all transaction groups or just a specific one?

    I look forward to your response!

    Quicken Laura

    Make sure to sign up for the email digest to see a round up of your top posts.