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Info
titleReminders

While it is possible to schedule a payment for online accounts you download transactions for, most people use this feature with an account they update manually. You may prefer to use reminders instead of scheduled transactions.

To schedule a transaction

  1. On the sidebar, select the account you want to schedule a transaction for, such as your checking account.
  2. In the register, enter your new transaction. For the Date, select the anticipated date of the transaction. You can always change it later if it gets paid on a different date.
  3. Enter the other relevant information (Payee, Category, Amount, etc.).
  4. Press Enter.
    The transaction will now appear in your register. It will be separated from completed transactions by a blue line. It will also be listed as Uncleared. If you use an online banking account, update the transaction once it's paid. 

Delete a scheduled transaction

You delete a scheduled transaction the same way you delete any transaction.

  1. On the sidebar, select the account you want to edit a scheduled transaction for, such as your checking account.
  2. In the register, right-click the scheduled transaction you want to edit.
  3. Select Delete.
  4. Select Yes when asked to confirm that you wish to delete the transaction.

Edit a scheduled transaction

You edit a scheduled transaction the same way you edit any scheduled transaction.

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