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).
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
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.
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."
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.
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.