Default Account To Use

Sorry, but I don't understand your problem.

Creating Scheduled Transactions is a very rare Quicken event; why would you be worying about something as trivial as this? How much work is it to select an account for your new Scheduled transaction. Why do you think that all users have a preferred account they would like as the default? What evidence do you have for the amount of time savings all Quicken users would gain from a change to your personal preferred approach.

In my seven+ years of using Quicken, I would bet that such a change to the default account for my scheduled transactions would not have saved me a single nano-second ... I have scheduled transactions for multiple Quicken accounts.

But, you can probably change that default by just changing the name of the account. If the current name is"X...", try changing its name to "AX...".

We clearly have a different operating model with Quicken. :)

When I become of aware of a pending transaction (not a recurring one), I create a scheduled transation in the calendar on the date that the transaction should be paid. In the case of rebates, I put a scheduled transation there on the date that I expect to receive the rebate check. I use the Quicken scheduled transaction reminder function to show me transactions due that apply to each account at the bottom of each register screen.

I could enter the transaction with a future date directly in the register, but that clutters the register with transactions that haven't yet ocurred and loses the reminder feature. It's also not how Quicken handles other future transactions, like loan payments.

So, I use this feature every day - it's not a rare event. I suspect I'm not the only one who does this, but it's really immaterial.Quicken allows you to customer the order of accounts in several other places, why shouldn't it for this as well?

Nope - doesn't work that way. Quicken is defaulting to the second account in the pulldown list which is alphabetically after the first entry, which would be my preferred default.

-- "Tell me what I should do, Annie." "Stay. Here. Forever." - Life On Mars

Create your new scheduled transaction from an existing transaction - as similar to the scheduled transaction you want, as possible - in the register of the account you want to be the default. (Right-click on an existing transaction, left-click on "Schedule transaction".)

Or ...

Create a dummy transaction in your desired default account. Use a unique payee name designed to be as close as possible to the lowest in alphbetical sequence. Memorize that transaction. Then - to create a new Scheduled Transaction - drag that payee from the Calendar list of memorized transactions, onto the appropriate date on the Calendar.

Once you've memorized the payee, you can delete the transaction from the register.

[Maybe better yet: Use two dummy payees (call one "A deposit", the other "A payment", for example); one for deposits, one for withdrawals (memorize one transaction with a deposit amount, another with a payment amount - you can change the memorized amounts to zero after memorizing) - to cause the new Scheduled transactions to have the appropriate default payment "method"]

Interesting - thank you. That looks like it would work very well.

-- "Tell me what I should do, Annie." "Stay. Here. Forever." - Life On Mars

Way cool!

-- "Tell me what I should do, Annie." "Stay. Here. Forever." - Life On Mars