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 Iliya Yordanov

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 Iliya Yordanov
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How to create Scheduled transactions?

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

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How to edit Scheduled transactions?

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

Written by Iliya Yordanov
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How to delete Scheduled transactions?

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

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How to duplicate Scheduled transactions?

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

Written by Iliya Yordanov
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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 Iliya Yordanov
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How does auto-skip work? What does it do?

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

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

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

Written by Iliya Yordanov
Updated today