Scheduled transactions

Create recurring templates that will execute on a given date in the future. Also learn how to work with Scheduled transactions if you're using Online Banking.

8 articles in this collection
Written by Pawel

Basics

What are Scheduled transactions? How can I use them?

Scheduled transactions are templates that produce new transactions on a given date and time.

Written by Pawel
Updated over a week ago

How to create Scheduled transactions?

You can create Scheduled transactions with any date - even with a date in the past!

Written by Pawel
Updated over a week ago

How to edit Scheduled transactions?

Editing Scheduled transactions allows you to change the template for future transactions.

Written by Pawel
Updated over a week ago

How to delete Scheduled transactions?

Scheduled transactions can be deleted without affecting transactions they produced earlier.

Written by Pawel
Updated over a week ago

How to duplicate Scheduled transactions?

Duplicating Scheduled transactions allow you to quickly create a copy of what you're looking at.

Written by Pawel
Updated over a week ago

Other

Should I create Scheduled transactions if I'm using Online Banking?

It might appear that if you're downloading transactions from Online Banking, you don't need Scheduled transactions. Not quite!

Written by Pawel
Updated over a week ago

How does auto-skip work? What does it do?

Auto-skip skips Scheduled transactions if they were already downloaded from Online Banking.

Written by Pawel
Updated over a week ago

How does auto-pay work? What does it do?

Auto-pay executes the Scheduled transaction on a given date and time.

Written by Pawel
Updated over a week ago