Maxim Money forum

I cannot see that there is a way to edit a scheduled transaction that is already in the register of such items. It possible to enable this please?

I have worked out how to create a forthcoming credit entry to an account but not a transaction involving a transfer between accounts. Again, could this be added please?

Finally, in the Frequency drop down picklist, an entry for a one-off transaction would be good.

Apologies if these matters have been raised before and are already on your to-do list to address.

You can modify the schedule itself by right-clicking on a transaction in the register that was created from the schedule, and selecting Go to Scheduled Transaction. This will select that particular scheduled transaction from the list of scheduled transactions, and you can modify the details in the form below.

There isn't currently a way to change a deposit or payment scheduled transaction to a transfer scheduled transaction, but you can select an existing transfer transaction and right-click > Create Scheduled Transaction. This will then create a scheduled transfer transaction based upon the transfer transaction in your register.

You can have a scheduled transaction enter just one time by clicking the Ends after checkbox and setting the count to 1, but I'm a little puzzled why you wouldn't simply create this as a future transaction in your register.

Many thanks for letting me know how to achieve what I intended. I am still getting to used to Maxim Money – as a long time MS Money user I am used to things being done in a certain way and it will take a little while to adapt.

As for one-off transactions scheduled transactions they do have their uses. Let’s say that you have a single bill to pay several months hence or that a one-off receipt is expected in many months’ time. Rather than cluttering up the register for months and having to exclude the amount in each reconciliation exercise, far better if the transaction sits as a scheduled item, always visible and only entered in the register when the transaction actually becomes due.