<topic sku="core" tNum="252492" author="" xmlns="x-schema:hhTopicSchema.xml"><index><title>Edit details of an upcoming scheduled transaction</title><category>bills</category><klink type="prcdr">How do I edit details of an upcoming scheduled transaction?</klink></index>
<content>
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<li>Click the transaction you want to edit, and then click <emph>Edit</emph>.</li>
<li> Click <emph>Edit series</emph> or <emph>Edit a single occurrence</emph>.</li>
<li>Enter your changes.</li>
<ul>
<li>If you are editing a single occurrence, select the bill you want to edit, and change any of the following options:</li>
<ul>
<li><emph>Payee address and account number.</emph> Click <emph>Edit address</emph> or <emph>Edit account</emph> to edit the information for this particular payee. For payees you pay online, you must fill in the account number. If you don't have one, just enter your name.</li>
<li><emph>Pay from or Deposit to.</emph> Select the account from which you want to make this payment or to which you want to deposit funds.</li>
<li><emph>Payment method.</emph> Select the method, such as <emph>Write Check</emph> or <emph>Direct Deposit</emph>, that you plan to use to make the payment or receive the funds.</li>
<p variant="note">Only those options that are available will appear in the <emph>Payment Method</emph> list. For example, if you choose to pay a bill from an account that is not set up for online bill payment services, <emph>Electronic payment (Epay)</emph> will not appear as a choice.</p>
<li><emph>Payment date.</emph> Enter the date you want the transaction completed.</li>
<li><emph>Amount.</emph> Enter the amount of the transaction.</li>
<li><emph>Category.</emph> Categorize your transactions to better track where your money goes, and where it comes from.</li>
<p variant="note">Any changes you make will only affect the instance you've chosen to edit.</p>
</ul>
<li>If you are editing a transaction series, you can change all of the above information, as well as the following:</li>
<ul>
<li><emph>Pay to or Receive from.</emph> If a business changes its name, or you want to describe it differently, you can edit the name here.</li>
<li><emph>Next payment date.</emph> If your billing cycle changes, or you want to reschedule your transactions, enter a new <emph>Next payment date</emph>.</li>
<li><emph>Frequency.</emph> Transactions can be set to occur only once, or as frequently as every day.</li>
<li><emph>Automatically enter transaction into my register the following number of days before the due date.</emph> Select this check box if you want Money to enter this transaction into your account register automatically. This can be helpful for payments and deposits that are withdrawn from or posted to an account automatically.</li>
<li><emph>This series will end at some point in time.</emph> Select this check box and enter the corresponding information if you know either when this payment will end or how many payments you plan to make. Examples of these types of payments are car loans or paychecks for fixed-term contract employment. Note that if you are setting up an automatic payment and do not choose an end date, the payment will continue indefinitely.</li>
<p variant="note">These changes will affect all future occurrences of this recurring transaction.</p>
