Custom Settings for Recurring Transactions

[pjhf3s]

This question is for all people who receive monthly Social Security checks. You receive your transfer each month on a different date. For example, since I was born on the 1st day of a month, I receive the deposit on the second Wednesday of each month. In the Schedule section of Ace there is a dialog box for schedule recurring transactions that includes a drop down list of various intervals. Since the 2nd Wednesday of each month falls on a different date each month is there a way to create a custom schedule or should the transaction be entered manually each month? Or, once it is automatically entered for the following month, do you just change the date by clicking on the greyed out future transaction?

[RLebeau]

AceMoney does not support custom bill frequencies, you have to use one of the built-in values. So, if allow the Schedule to enter a transaction automatically, you would have to go into the Account and edit the date manually after the transaction has been entered.

Personally, I don't let AceMoney enter any of my Scheduled transactions automatically. When a transaction actually occurs, I go into the Schedule and use the "Enter into registry" option to enter the transaction at that time. That brings up the Edit dialog for the transaction before it is entered into the Account, and any changes you do make will ask whether you want the changes to be saved for the next Scheduled transaction or not.

[pjhf3s]

OK, thanks RLebeau. That's what I thought.