Quicken For Mac 2017 Modify Scheduled Transaction
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Editing a Scheduled Transaction in Quicken. Click Quicken Home, choose the Scheduled Bills & Deposits tab. Select the item to edit. To change all future transactions in this series, click Edit. It is possible to change transaction details and options such as which account to use, amounts, and how the transaction is. Quicken for Mac 2015-2017 Conversion Instructions Direct Connect Introduction As Community Bank N.A. Completes its system migration, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this.
In order to change the account that your Scheduled Transactions post to, you will first want to navigate to the list of Scheduled Transactions. You can click on Settings at the bottom left of the open Sidebar and select “Payees, Schedules, and Rules”. Or, navigate to View > Go to > “Payees, Schedules, and Rules”. Once there, you can edit the details of the transaction by double clicking on the main transaction. But to edit the “Posts To” account selection, you will want to click on the Date field as it appears to the right side of the Scheduled Transaction.
That should bring up a pop up window. Within which, you can change the Schedule, as well as the account to which the transaction is Posting to. Office for mac 2016 standard no key required?. This entry was posted in. Bookmark the. 25 people found this article useful This article was helpful This article was helpful 25 people found this article useful.
This is an archived document. Please refer to the more recent knowledge base articles on A transaction can be moved from one account to another by taking the following steps: Right click (or Ctrl + Click on a Mac) on the transaction and select 'Batch Change->Account', then select the account you want to move the transaction to. If you want to move more than one transaction at a time, you can highlight multiple transactions by either Shift + clicking (click the first transaction you want to move, then hold shift and select the last one, thereby selecting all the transactions between the two clicked) or Ctrl + clicking (select multiple transactions by holding Ctrl and highlighting or unhighlighting the transactions), then right click and go to Batch change -> Account and select the account you want to move the transactions to. The two clicking methods can be combined, by the way, so if you have a very large block to go to a new account with one or a few transactions to stay, you can Shift click the large block to highlight them and then Ctrl click the ones you want to unhighlight.
Please note: it's not possible to move transactions to or from Investment accounts.