To enter a scheduled transaction, click on 'Yes, I want to schedule it'.
- Payees used previously can be selected by starting to type the payee name then making the selection from the drop down box. For a new payee, simply type in the payee.
- If you select a previously-used payee, a category will automatically be filled in for you. You can change this category if you need to, and you can click on Split to create a split transaction.
- Use Memo to enter a note about the transaction if you wish.
- Use the drop down box to select the account the transaction is to be entered into, or press the letter on your keyboard that corresponds with the first letter in the account. For example, press C to get Checking. If you have more than one account that starts with that letter, you can press the letter until the appropriate account shows (I would have to press C twice to select the account Credit Card after Checking). Note that directly typing in the account name will not work.
- Choose the payment method (type of transaction) if necessary.
- Entering a web site address for the payee is optional. Doing so is helpful if you complete transactions on the payee's website because you will later be able to click the 'Go' button next to the address to open the payee's web site in your default web browser.
- Enter the amount, or tell Quicken to estimate the amount based on past payments.
- Tell Quicken on what date to enter the transaction, and set an advance reminder if you wish. Select how often you want the transaction to recur
- Choose to schedule the transaction indefinitely, until a specific date, or have the transaction repeat a given number of times.
- Click on Options if you wish to count only business days for reminders, show the transaction as a bill, or to assign the transaction to a group.
- Click on OK and your scheduled transaction has been entered. If you need to make changes to the transaction, go to the account register you entered the transaction in.
Click Here if you need to return to Using Quicken Home Page.