Edit an existing transaction.

Paul Kleeberg
Paul Kleeberg Member ✭✭✭
in New to Quicken/Getting Started (Mac)
How do I edit Scheduled transaction? The help topic is not helpful. For example changing the recurring amount, the credit card or the date.
Quicken user since 1997 when Dollars and $ense died.
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Answers

  • Paul Kleeberg
    Paul Kleeberg Member ✭✭✭
    Thank you. That is once again very helpful. I also note one must do it with a future transaction and not one that is marked as paid.

    I apologize for flooding this forum with tons of questions. I do my best to research it first and ask when I come up empty handed.
    Quicken user since 1997 when Dollars and $ense died.
  • Paul Kleeberg
    Paul Kleeberg Member ✭✭✭
    Still stuck. That works if the future transaction appears on the account. I want to change the principle portion of my mortgage payment that does not appear as pending. How do I do that?

    My work around was to create a new transaction with the correct one, but how do is see the one that needs to be deleted? Is there a way to see all scheduled transactions? I want to make modifications to several that exist.
    Quicken user since 1997 when Dollars and $ense died.
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