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editing instances in scheduled transactions

Hi there. 


I'd like the possibility to edit specific instances in scheduled transactions.


This is useful for when a bill comes in and you want to enter its proper value and even due date (sometimes these vary too).


As it is now, I either have to enter the bill (and then maybe forget to pay), or I can wait with the bill and enter it later (which is painful when you want to keep organized).


Thanks


8 people like this idea

This would indeed be a very useful addition. I would just add that it would also be helpfull if the next few occurrences of a recurring expense/income could also be seen. At the moment you can only see the first pending occurrence.

The ability to move the date of an item that falls on a weekend (Sat or Sun) to previous Fri or Following Monday would be very handy

Hi all,


You can already modify the next occurrence of a Scheduled transaction without affecting the general template:


- if you go to Scheduled transactions section, tap on a transaction and choose Edit - those changes will be reflected in all upcoming instances of that Scheduled transaction,

- but if you go to Scheduled transactions section, tap on a transaction and then Pay and make some changes there, those changes would be reflected only in this particular instance of the Scheduled transaction.

yes. you can modify as you pay.

but usually we get bills a few days or weeks before we pay them.


So I get a bill. I want to enter a new value and due date for that bill, and only pay when I pay. 


I consider Microsoft Money to be the gold standard for personal finance programs. On MS Money, you could modify each and all occurences on a scheduled transaction. 


1 person likes this

QUOTE "I consider Microsoft Money to be the gold standard for personal finance programs. On MS Money, you could modify each and all occurences on a scheduled transaction."


Completely agree!!!!!!!

It would be really great if specific instances of recurring transactions could be edited without affecting the other instances (or at least without affecting past instances). As Alberto said, we get bills in advance, so having to wait to the pay day to edit the transaction is a major show stopper.

To all who took part in the conversation :) There is no need to wait for the Pay day. You can pay the Scheduled transaction even on the day when you receive a bill. For this:

1. Go to Scheduled section
2. Find this transaction. For example today is 24th of December - this is a day when you received a bill to pay. But your scheduled transaction is set to be paid on 28th of each month. All you need to do, is to find this transaction, click on it, then choose Pay, set the needed amount to be paid and change the date of this payment.

This way, your future recurrence of this transaction will not be affected, you will still see that the payment date for future transactions didn't change. It will still occur on 28th of month. In the case above, you will see that the next transaction will be scheduled for 28th of January, even though you have paid the previous transaction on 24th of December.

I hope this helps :)

 

Hi Volodymyr. Merry Christmas :) The problem with that approach is that we'd get a wrong transaction history, as in reality the transaction will still be payed on the 28th. So the moneywiz account balance will be out of sync with the bank account. Cheers!
Then in such case, simply don't change the date when you manually Pay the scheduled transaction and leave it as 28th. All you will have to do after this, is go to your account in MoneyWiz, where this transaction supposed to be registered and change its status from pending to cleared.


 

I also am a Microsoft Money transplant.  The cash flow report and the ability to edit each event of a scheduled transaction are my favorite things about the Microsoft Money program.  The Moneywiz program is the closest product I've found to the MSMoney format.  I'm glad I found Moneywiz.  


Like the others who have posted here, I would greatly appreciate the ability to edit each occurrence of a scheduled transaction.  I especially use this to track upcoming salary flow.  It's great to be able to adjust the salary to correspond with known overtime payments and then check the cash flow or the "Balance Over Time" report to see how the future looks.

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