Edit an existing transaction.
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Paul Kleeberg
Member ✭✭✭
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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Best Answer
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For current version of Quicken Mac, Double click the transaction. In the blue bar that appears, click Edit All Instances:
In the pane that opens, you can change the Details (including amount and account) and the Schedule (click the schedule tab at the top of the pane).Quicken Mac Subscription; Quicken Mac user since the early 90s1
Answers
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For current version of Quicken Mac, Double click the transaction. In the blue bar that appears, click Edit All Instances:
In the pane that opens, you can change the Details (including amount and account) and the Schedule (click the schedule tab at the top of the pane).Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
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.0 -
You're welcome. Glad to help.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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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.0 -
There are two ways to see the future scheduled transactions:
- Go to the Bills & Income tab and click the Projected Balances section there.
- In each account register, click menu Accounts > Settings... Toward the bottom you'll see a setting to control how far out to show future scheduled transactions. I have all of mine set to "Show next occurrence".
Quicken Mac Subscription; Quicken Mac user since the early 90s0
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