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Check your scheduled transactions

by Intuit • Image Alt Text 18
Image Alt Text Updated 6/15/2026 19:41

Do you want to check if your scheduled transactions ran successfully? We'll show you which report to run and what to do if anything is missing.

Learn how to check your scheduled transactions and add any that are missing.

Run a Recent Automatic Transactions report

Review your transaction history by running the Recent Automatic Transactions report.

  • Go to Settings Settings gear icon..

  • Type Recent Automatic Transactions in the search box.

  • Under Lists, select Recurring transactions.

  • Review this report for any missing transactions.

Add a missing scheduled transaction

If you find a scheduled transaction that didn't run, manually create it by using the template.

  • Go to Settings Settings gear icon..

  • Under Lists, select Recurring transactions.

  • In the Action column, select the dropdown arrow.

  • Choose the template you need, and select Use.

  • Select Save to record the transactions.

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