How To Setup Scheduled Transaction in Quicken

To set up a scheduled transaction:

  1. On your keyboard, hold down Ctrl+J.  This will open the Bill and Income Reminders window.
  2. Click Create New, and then choose the appropriate transaction type from the menu.
  3. Complete the upper portion of the Scheduled Transaction window with account, payee, category, and memo information.
  4. Select the desired date and transaction frequency.
  5. Select whether or not you want to be prompted to enter the transaction, and then adjust the number in the day(s) before due date field if desired.
  6. Click OK.

Note: You cannot schedule split transactions that include savings goals.

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