How can I display more 1 month of scheduled transactions in my checking account?
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Bob Ball
Member ✭✭
Toward the end of the month in Q2007 for Mac, I go to the list of scheduled transactions and enter upcoming transactions for about six weeks, roughly into the first week aft end of the month ahead, i.e., around July 20, I'd enter scheduled expenses and deposits through early September. Q2007 makes that quite easy. Q2019 will show me the month ahead of the date on which I'm searching, but not as far as the crunch of transactions at the very end of the month. I can't find a way to stretch that look-ahead period. Am I missing something? Is there a way to suggest to developers that this is a good idea for a future update?
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Best Answer
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Bob, on your account register screen, click the Setting (gear) icon at the far right of the bottom menu bar. In the account setup screen, you can specify how far in advance you want to see scheduled transactions…
…as far as a full year ahead.
Note that you must make this setting change for each account where you have schedule transactions you want to see in the future.
Quicken Mac Subscription • Quicken user since 19936
Answers
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Bob, on your account register screen, click the Setting (gear) icon at the far right of the bottom menu bar. In the account setup screen, you can specify how far in advance you want to see scheduled transactions…
…as far as a full year ahead.
Note that you must make this setting change for each account where you have schedule transactions you want to see in the future.
Quicken Mac Subscription • Quicken user since 19936 -
Jacob answered your question. Alternatively, you might consider looking at Bills & Income and click on Projected Balances. This will show you the next instance (regardless of date) of all your scheduled transactions (regardless of when they occur) across all your accounts in a single spot.
It is personal preference, so I offer it as a suggestion.1
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