Future Scheduled transactions not showing in Register/Finances window
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OhCaye
Member ✭✭
I have been using Quicken for Mac since 1996! Until recently, my check register would show upcoming scheduled transactions (I think they showed up about ten days prior to their due date). This was very helpful in making sure that I had enough money in my checking account to cover the bills.
Suddenly, they're not showing up. Does anyone know why and how to fix it?
Thank you!
Suddenly, they're not showing up. Does anyone know why and how to fix it?
Thank you!
1
Best Answer
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Three things I would check:
1) Click on the Bills and Income button on the upper ribbon, and then the Projected Balances bubble below. This will show you all the next instances of scheduled transactions across all accounts. Verify that the transaction is showing there, and what its date is. Do you see the next instance? Is the date correct?
2) If you see the correct transaction in #1, then select the actual account in the sidebar and click on Settings at the lower right. Verify how far into the future the register will be looking for scheduled transactions. The default is to look 14 days in the future.
3) Exit out of the settings, and click on Reset Filters at the top. Certain filters can prevent future transactions from showing.5
Answers
-
Three things I would check:
1) Click on the Bills and Income button on the upper ribbon, and then the Projected Balances bubble below. This will show you all the next instances of scheduled transactions across all accounts. Verify that the transaction is showing there, and what its date is. Do you see the next instance? Is the date correct?
2) If you see the correct transaction in #1, then select the actual account in the sidebar and click on Settings at the lower right. Verify how far into the future the register will be looking for scheduled transactions. The default is to look 14 days in the future.
3) Exit out of the settings, and click on Reset Filters at the top. Certain filters can prevent future transactions from showing.5 -
Thank you so much! I don't know how that setting was changed - I suspected it was a setting issue but couldn't find it. You really helped me out!1
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