- August 14, 2018
- Posted by: admin
- Category: Quicken Support
Schedule Transaction in Quicken you can schedule your transaction for bills to save your time and Quicken help to you remember to pay them when they are due in future. Whenever you schedule a new transaction in quicken it creates a reminder that particular transaction on the due date.
You can also schedule the reminder for revenue and cash transfer transaction. These are the refers to schedule transaction. Quicken help you to select the transaction and click the paid icon the register toolbar to enter it. In Quicken you register manually.
How To Create New Scheduled Transaction in QUICKEN :
To create a new schedule transaction there are some steps to follow:-
The first step is you select the account in which you need to add transaction like your saving account.
The second step is you go to the Transactions tab.
The third step is at the bottom of a window, you should click the New icon button. And then the enter the specific data for your new transaction.
Fourth step the data field specified to the date for the transaction.
In the Fifth step to create a recurring schedule for transaction, select Schedule checkbox & enter the scheduled date.
The Sixth step you have to fill the schedule details in a popup window.
In Seventh step complete and specify the other necessary information in other space provide like Payee, Category, Amount etc.
In the Eighth step if you want to add other details then click on Edit details button and fill the other details such as memo, tags, splits, and attachments.
In the Ninth and the last step after completing all the formalities, you have to click on the Save. This will create a new schedule transaction in your account.
Repeating Online Payments: In the scheduled transaction, you can also create a repeating online payment. This option is very useful when you have fix payment to pay every month such as monthly bills and them to consume less time. You could enter the information about the amount to paid and you have a choice for how many months you have to make the payments. It makes all timely payments and the users can cancel this option according to him after they have made all the payments.
Quicken schedule transaction is easier to create and maintain. If you have a complex in creating a new scheduled transaction. Quicken has several members in the technical team to help the user regarding his Quicken. Generally creating a new scheduled transaction is a quick process.
If you get stuck in any position, feel free to connect with our Quicken tech support team. They are 24/7 available to provide technical assistance.