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- Select the existing transaction you want to schedule.
- Click Schedule in the toolbar.
- Quicken creates a new transaction and populates it with the same Payee, Payment amount, Category, and Tag(s) as the existing transaction.
- Change any values in the transaction as necessary
- The register displays the next instance of a scheduled transaction. You might set up your water bill to be paid every month for the indefinite future, but the register only displays the next instance of that bill. This prevents the register from getting cluttered.
- (Optional) Click Save to save the transaction.
- You don't need to click Save to save the transaction—Quicken records the transaction automatically when you press Enter, move on to another task, or close the register.
- Made a mistake? Choose Edit > Undo from the Quicken menu, or type ?Z.
Bill and income reminders (Scheduled Transaction) and download matching
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