Managing All Your Scheduled Transactions


To create new, make changes to, or delete scheduled transactions, you use the Scheduled Transaction List window. All your transactions are included in the Scheduled Transaction List window. You can access this window from the Scheduled Bills & Deposits section of the Cash Flow Center, from any account register, or from the Tools menu.

Manage All Your Scheduled Transactions

If you don't already have the Cash Flow Center open, on the account bar, click Cash Flow Center and then scroll down to the Scheduled Bills & Deposits section.

TIMESAVER As an alternate way of opening the Bills & Deposits window, you can select Scheduled Transaction List from the Tools menu or use the shortcut key, Ctrl + J.

Click Show Full List.

Did You Know?

You can enter and skip transactions using the Bills & Deposits window. Like the Scheduled Bills & Deposits section of the Cash Flow Center, you can enter transactions in your account registers and skip transactions using the Enter and Skip options located on the menu of the Bills & Deposits window.


To add a new scheduled transaction or paycheck, click Create New, and select Scheduled Transaction or Paycheck from the list. Depending on which option you choose, either the Add Scheduled Transaction window or the Manage Paychecks window opens.

To update information about a transaction, select the transaction from the list and click Edit.

To delete a transactionfor example, if you no longer use the account for the transactionselect the transaction and click Delete.

See Also

See steps 25 of the previous task, "Edit Future Instances of Transactions" on page 146 for more detailed information on editing transactions. See the next task, "Add a New Bill" for more detailed information on adding new scheduled transactions. See "Using Scheduled Bills & Deposits," on page 68 for information on using the calendar and graph.





Quicken 2007 On Demand
Quicken 2007 On Demand
ISBN: 0789736381
EAN: 2147483647
Year: N/A
Pages: 138
Authors: Gina Carrillo

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