New Scheduled Transaction
Adding a scheduled transaction
- Select Scheduler in the Manage Bar.
- Click the "+" button in the Item Editor or select Action > Add Scheduled Transaction. The Detail View appears.
- Enter the transaction information:
- Add Category
- Type
- Account: Account from/to which the transaction should be made.
- Amount
- Date: Date on which the next scheduled transaction should occur.
- Frequency: The transaction frequency.
- Payee
- Notes
- Add Attachment
- Select "Show More Info" for the following information:
- Transaction No.
- Label
- Remind: Choose whether you would like to be reminded about the transaction and how much advance notice you would like.
- Payments Left: If the transaction is continuous, leave the field blank. If a specific number of payments should be made, type this number.
- Total Paid: Total amount paid with this scheduled transaction. Click on the arrow to see the full payment list.
- Pay Automatically: Check if you want Money to enter the payment automatically.
- Tags
- Add Split
Scheduling an existing transaction
- Select the appropriate transaction.
- Right-click on it or go to Action and select Schedule. A setup window appears.
- Enter the transaction information:
- Frequency
- Date
- Payments: If the transaction is continuous, leave the field blank. If a specific number of payments should be made, type this number.
- Pay Automatically
or
- Select the appropriate transaction.
- Drag the transaction onto the Scheduler icon in the Manage Bar. A setup window appears.
- Enter the transaction information.
Paying a scheduled transaction
- In the Scheduler list, click on the Pay button of the transaction you want to make. A setup window appears.
- Enter the transaction information:
- Amount
- Date
- Update next due date: Check this box if you want the next due date to be updated automatically in the Scheduler list.
- Add Split
- Notes
- Add Attachment
- Click Done.
Deleting a scheduled transaction
- Select the transaction you want to delete.
- Right-click or go to Action, and select Remove Scheduled Transaction.