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Can I change transaction dates?
Sep 02, 2009 06:03 pm

[charlestonjenjen]
charlestonjenjen
South Carolina
Total posts: 3
This post is about: Quicken Online
I paid a bill early...and it was applied to this month's budget, but it should go to next month's budget. Can I change the transaction date?
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[jhitchel]
North Carolina
Total posts: 3
Number of years using Quicken: 10+ years
Quicken Premier Home & Business pre-1998
Windows Vista
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Can I change transaction dates?
Nov 06, 2009 04:42 pm 
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This post is about: Quicken Online
I am having the same issue. Apparently once a transaction clears you cannot change the date. This is a problem when it comes to goals as I may have paid for something in, lets say, October but when it clears it could be in November.
Prior to it clearing I would manually ener it in October.

I wish we could choose to override the date once it clears.

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  • rpaese (Dec 16, 2009 7:04 am)



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    [rpaese]
    Texas
    Total posts: 3
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    Can I change transaction dates?
    Dec 16, 2009 06:04 am 
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    This post is about: Quicken Online
    Have you found an answer to this question? I also would like to change transaction dates. Thank you.

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    [davedonaldson]

    Total posts: 3
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    Can I change transaction dates?
    Jan 01, 2010 08:06 pm 
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    This post is about: Quicken Online
    I too need this. Mint has it, but QO doesn't. It is really a necessary tool if you want to budget correctly. Sometimes my paychecks get transferred in on the last day of the previous month because of a weekend or holiday, or I buy something with money from one month but it doesn't clear until a few days later in then next month. When I look at my budget projections, everything is off.

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    [dennsk6]

    Total posts: 1
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    Can I change transaction dates?
    Feb 07, 2010 05:55 am 
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    This post is about: Quicken Online
    I too would like this feature. I have the same problem when I get a paycheck at the end of the month. It goes into the wrong month. Similarly, when paying bills, I pay at the end of the month, but doesn't clear until next month. Some months are double counted and some months don't have any transactions. This makes my monthly trends look inaccurate - over spent some months, and extra income in other months.

    Does anyone if Quicken has this listed as a future enhancement or how we can request this feature?

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