Editing a Scheduled Transaction in Quicken

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Please follow the steps below for scheduling transactions in Quicken:

  1. Click Quicken Home, choose the Scheduled Bills & Deposits tab. The (+ In/ - Out/ = What's Left) Projected Cash Flow snapshot appears at the top of the page.
  2. Select the item to edit. 
    • Click Edit to edit all future transactions in the series that is selected. (For example, all future car insurance or rent payments.)
    • Click Enter to edit the selected transaction only. (For example, insurance or rent payments.)
  3. To change all future transactions in this series, click Edit.
  4. It is possible to change transaction details and options such as which account to use, amounts, and how the transaction is recorded in the register or transaction list.
  5. Click OK (if editing the series), or choose Enter Transaction (if editing a single transaction).

For additional information, please refer to the following Quicken support articles:

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