I would like to have options of what to show. Such as upcoming week, upcoming month, next 3 months, etc.

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missycourts (Sep 22, 2009 8:03 am)

same here... even if no option, at least the next month and ALL the upcoming regardless of weekly, bi weekly, etc...

I agree with both of lindy0116's opinions.

I would like to see each transaction that was going to happen. So if I'm looking at a 30 day view and something is weekly I'd like to see all 4 occurrences. I guess I'd like that view to be a predictor of cash flow. It would also be helpful if that view could go out 2 - 3 months.

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neildelson (Sep 24, 2009 4:17 am)

Does anybody know if this is an issue with the desktop version of Quicken (for Mac or Windows)?

I would be likely to purchase the hard copy if this is something I was able to adjust.

Clearly the Intuit team doesn't monitor this forum, so I'll share how I'm working around this shortcoming...

Let's say it's bi-weekly pay you want to see.

Obviously, set up your biweekly pay exactly as you normally would, "My Paycheck" set for every two weeks.

Then, create a duplicate called "My Paycheck (Delete Me)" for the same amount, the same bi-weekly schedule, but starting two weeks later.

Now, once a month, when the first 'real' paycheck clears, you'll see both of these transactions scheduled for the same day. Every time that happens, select the "(Delete Me)" one and "Delete This One". That should make it automatically pop up in two weeks.

Yes, somewhat manual, but not that hard to deal with every couple of weeks. I don't work here; if you don't like this idea, don't complain to me... I don't care.

If you do like it, enjoy! :-)

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missycourts (Oct 13, 2009 8:08 am)

yeah, obviously they don't care or read these and probably they just don't give a crap. I too don't work here... I kinda did the same thing you did but instead I just put in the next few paychecks as one time deals and they show up like they should if the bi-weekly were working. This is a stupid glitch that I would think would be easy to fix?!

But, your idea was good... and this is how I did mine to solve the problem! :)

--Missy

Having just transferred from money, I am a little confused with Quicken.
Money had a customized view which allowed for dates to begin and end. I usually asked for 10/1/09 to 6/1/10 to get a view of future items due. This allowed me to see a once a year payment ahead of when I needed to pay it. Thanks, I would like this.

Jim,

I just started using Quicken Online. So far, so good, but I think you guys missed the boat on this one. It's impossible to evaluate cash flow without at least a months worth of upcoming transactions. Might make a nice user preference option as to how many months of upcoming transactions to show. If you have a chance, please respond to the thread and communicate current thinking on this topic.

I would like to see each transaction that was going to happen. So if I'm looking at a 30 day view and something is weekly I'd like to see all 4 occurrences. The Real Balance is nor really the real balance is it??

Is anyone from Quicken monitoring this or am I wasting keystrokes?

I think there have been good suggestions to have the reoccurring transactions show up as often (and with the proper dates) as required to fulfill the range set in the "show" drop down list.

So if the frequency is set for twice a month with a start day of the first of the month, and the range set to show the next 60 days... the transaction should show up four times... the 1st and 15th of month one and the 1st and 15th of month two. This is the mostlogical and intuitive behavior that has been proposed.

By the way.. as a fellow software support troll, i can sympathize with the work load you must be experiencing.. .but someone should respond to this thread... this is a fairly large flaw in an otherwise well designed product. just my $.02

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tdsalad (Dec 11, 2009 12:02 pm)

Oh wait... the time frame isn;t dependent on the transaction history drop-down setting.I guess it should be dependant on what the Home tab > Stay on top of bills > View spending outlook time frame is set to... one or two pay periods.