I would like to edit monthly transactions without changing all future amounts
I know this topic has been discussed in the past (just read a 2 yo post) so I thought I would bring it forward again. I was able to do this with the Windows version but cannot with MAC. There are multiple monthly transactions (i.e. Utilities) that are different each month. TY
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Which version of Quicken for Mac are you using?
Please let us know so that we can best help.
Respectfully,
~ Quicken Harold.
Community Moderator
IIRC, the answer to this problem for Mac users is:
Enter the reminder transaction first, as is, then edit the register transaction and update the amount.
Perhaps one of our Mac expert volunteers can confirm or correct me ...
There's a video about scheduled transactions in https://www.youtube.com/user/QuickenMac/videos
Maybe that video has the proper answer for you.
Tip: double click on the field you want to edit when choosing to Mark as Pad. This will bring focus to that field. So, if the amount varies (such as with a utility bill), double click on the Amount (or credit/debit) field.
If you hit the Paid or Deposited icon in the toolbar, the transx will be posted without the ability to edit beforehand.
Note: this is referring to regular scheduled transactions (bill reminders) as you will find in the in each register, or in the Projected Balances view of 2018 (under Bills and Income). The logic does not apply if you have that auto-magic stuff set up with bills in which it goes out and fetches the amount to be paid.