Mobile Quick Start Step 4: Schedule Future Transactions

It’s simple to plan for future transactions, including repeating ones, right in the account register.

Navigate to the Transaction icon. 
Enter the amount and type of transaction, then tap Next.
Choose the payee, category, account, date of the next occurrence, and how often you would like the transaction to repeat. You're all set!
Your transaction will now appear at the top of your register in gray. It will not  yet affect your budget.
When the date of the next occurrence comes, the transaction will appear in bold in your register, waiting for you to approve it (we want to make sure it actually happened as planned!)

Using Scheduled Transactions in Your Budgeting

Bonus Wins! 😍

  • When you have a scheduled transaction that you haven’t (fully) budgeted for, you’ll see orange (orange = underfunded!) in the category that month. You can use that fancy Lightning Bolt icon to pull up the Quick Budget tool to fund any Underfunded categories.
  • For additional info, select the category that has a scheduled transaction. Tap the Details icon. You’ll know how much will be available in the category after that bill is paid. Glorious.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us