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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
- On the sidebar, select the account you want to schedule a transaction for, such as your checking account.
- 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.
- Enter the other relevant information (Payee, Category, Amount, etc.).
- 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.
- On the sidebar, select the account you want to edit a scheduled transaction for, such as your checking account.
- In the register, right-click the scheduled transaction you want to edit.
- Select Delete.
- 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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