Editing and Deleting Scheduled Transactions

Scheduled Transactions live at the top of the account register, and if you've chosen the Repeating option, they'll repeat until you stop them—and we'll show you how!

In This Article

Edit Scheduled Transactions

The key to editing a Scheduled Transaction is to make sure you're editing the next occurrence of the transaction—the one in grey at the top of the account register. If you don't see it, make sure you're in the right account (or go to All Accounts) and click on the Scheduled Transactions section to expand it.

How to Edit Scheduled Transactions

  1. Double-click the Scheduled Transaction—the one in grey at the top of the account register.
  2. Now you can edit the date of the next occurrence or any other field. To edit the frequency, click the Date field and you'll find the Repeat drop-down option under the calendar.
  3. When you're finished with your edits, click the Save button just below the transaction.

Repeating Transactions

Editing the grey Scheduled Transaction will change all future instances, but not past ones.

If a Scheduled Transaction happens earlier than you were expecting, but future transactions will stay on the original schedule, you can select the transaction, click Edit in the toolbar, and choose Enter Now from the drop-down list. The single transaction will drop into your register with today's date.

Ever need to edit the amount of the next instance of a Scheduled Transaction, but want the rest to stay the same? You can use the Enter Now option, edit the amount, and then change the date back to the future.

Delete Scheduled Transactions

Of course, you can also delete all future instances of a Scheduled Transaction.

How to Delete Scheduled Transactions

  1. Select the checkbox to the left of Scheduled Transaction—the one in grey at the top of the account register.
  2. Click the Edit menu in the toolbar at the top of the register.
  3. Choose Delete from the drop-down menu.
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