Scheduled Transactions

Scheduled Transactions

The Scheduled Transactions Page

Scheduled transactions are transactions with future dates that will occur in the future.
The next occurrences of recurring transactions also appear on the Scheduled Transactions page. To learn more about recurring transactions, see this page:  ⁠⁠Recurring Transactions⁠ 
To open the Scheduled Transactions page:
Select My Finances → Scheduled Transactions in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap the menu icon in the top-left corner, then tap Scheduled Transactions.


How Scheduled Transactions Work

When the date of a scheduled transaction arrives, the transaction is automatically moved from the Scheduled Transactions page to the Transactions page.
When the date of a recurring transaction arrives:
  • the transaction is automatically added to the Transactions page
  • the recurring transaction on the Scheduled Transactions page is automatically updated to the next future occurrence
Important: Scheduled transactions are not included in calculations on the Reports and Budgeting pages because these transactions have not occurred yet.


Adding Scheduled Transactions

To add a scheduled transaction, simply create a standard transaction on the Transactions page using a future date.
To learn how to add transactions, see this page:  ⁠⁠Adding Transactions⁠ 


Editing Scheduled Transactions

    Open the Scheduled Transactions page (see above).
    Click the menu icon (three horizontal dots) of the scheduled transaction you want to edit, then select Edit Transaction.
    In the Edit Transaction dialog, you can modify the following fields:
  • Transaction Type
  • Amount
  • Vendor / Payer
  • From Account / To Account
  • Expense Category / Income Category
  • Date
  • Notes
    Click Save Transaction.
If you change the date of the scheduled transaction to today or a past date, the transaction is automatically moved to the standard Transactions page.


Deleting Scheduled Transactions

    Open the Scheduled Transactions page (see above).
    Click the menu icon (three horizontal dots) of the scheduled transaction you want to delete, then select Delete Transaction.
    A confirmation dialog appears. Click Delete to confirm, or Cancel to keep the transaction.