Scheduled Transactions

It’s simple to plan for future transactions, including repeating ones, right in the account register, then use that information to help you budget.

In This Article

Setting Up a Scheduled Transaction

Using Scheduled Transactions in your Budget

Setting up a Scheduled Transaction

When you know a transaction is coming down the road, add it to your register now to stay organized. This is especially useful for repeating transactions.

Click Add a transaction.
Select the frequency of the transaction by using the drop-down menu below the calendar.
Enter the date of the next occurrence of the transaction. This will be in the future!
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!).

If you don’t want to see all of your scheduled transactions, simply filter them out.

Using Scheduled Transactions in your Budget

Here are a couple of bonus wins for your effort (really, though, was it hard?):

  • When you have a scheduled transaction that you haven’t (fully) budgeted for, you’ll see orange (orange means underfunded!) in the category that month. You can use that fancy Underfunded button to take care of it.
  • Select the category that has a scheduled transaction. You’ll see how much you’ll have available in the category after that bill is paid. Glorious.

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