Quicken 2017 - How do I delete a scheduled transaction series?

  • 0
  • 2
  • Problem
  • Updated 2 months ago
  • In Progress
I have a series of scheduled transactions of payments that I stopped paying August 23, 2016.  How do I delete all scheduled transactions from that day forward to the current date and on into the future?  (Today's date is Jan. 11, 2017)
Photo of dougkramer

dougkramer

  • 142 Points 100 badge 2x thumb

Posted 2 months ago

  • 0
  • 2
Photo of Pine Man

Pine Man

  • 1,272 Points 1k badge 2x thumb
Go to the account that the transactions were paid from and enter the category of that transaction into the search box. This will show all of the transactions in the visible columns so you may need to search earlier columns.  Delete all of the relevant entries up to the date when payment should have been stopped.
Photo of Robert B

Robert B

  • 1,442 Points 1k badge 2x thumb
Re: v.4.4.1 Select the next scheduled transaction, control click delete transaction, choose delete this series of scheduled transactions.  All future payments will be deleted.
Photo of Pine Man

Pine Man

  • 1,272 Points 1k badge 2x thumb
I think he wants to delete past transactions that were scheduled back to August 23 2016. Not future transactions.
(Edited)
Photo of smayer97

smayer97, SuperUser

  • 154,986 Points 100k badge 2x thumb
That is my understanding. Take a look at this video: 
https://www.youtube.com/watch?v=b6B_WUDszCc



Note that instead of EDIT you can click DELETE once you have selected your transactions.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)