Quick Start Step 4: Schedule Future Transactions
You’ve given every dollar a job. Now what? Now it's time to get prepared by scheduling transactions you know are coming. (Let’s face it, these are bills …)
Creating Scheduled Transactions
Click Add Transaction.
Enter the date of the next occurrence of the transaction.
If it's a repeating transaction, select the frequency in the drop-down menu below the calendar.
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!).
Now, you'll be able to see upcoming scheduled transactions in your budget—with a yellow alert if the category is underfunded.