Working With Scheduled Transactions That Are Due

6 people found this helpful

To manage scheduled transactions that are due:

  1. Click the Scheduled Bills & Deposits tab at the bottom of the Quicken Home Page.
  2. Select the transaction to work with.
  3. Click one of the following buttons for the selected transaction:
    1. Click Enter to accept, or to change something about the selected transaction prior to accepting (such as the amount). Enter only appears if Quicken was set to remind the user about this transaction when they originally set it up as a scheduled transaction. Otherwise, Quicken will automatically enter it in the register (notice the word "Auto" in place of "Record").
    2. Click Skip to ignore it this time but resume your normal schedule next time.
    3. Click Edit to change all future transactions in this series.
    4. Click Print to print a check that was previously entered.
    5. Click Send to send an online payment instruction that was previously entered.

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

Help us improve our support center
Still can't find what you're looking for? Contact Support
Ask our community for help and to learn more about Quicken

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support
Community

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community