Scheduled Transaction Question - Quicken for Mac - Same day each month?

Guy · July 2020

Is it possible to schedule a transaction for the same day of week each month - i.e. - third Wednesday each month? I have reviewed the online guide and Community questions but have not seen a definitive no nor help to accomplish that scheduling task.

Thanks.

jacobs · July 2020

@Guy Yes, this is easily accomplished, but for some reason, the developers hid the key control in the user interface where you might know what to do. Open a scheduled transaction or create one, and on the Schedule screen, select Frequency=Monthly and then click the little triangle next to the starting date. Once you click the triangle to reveal the additional settings, you can set it to "On the 3rd Wednesday".

volvogirl · July 2020

FAQ on how to enter Social Security (or any Deposit) and set it up for a certain day like the 3rd Wednesday of the month for Windows andMac

https://community.quicken.com/discussion/7863666/faq-how-to-record-social-security-income-customize-day-of-month-for-schedule-in-quicken-for-windows

Scheduled Transaction Question - Quicken for Mac - Same day each month?

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