Schedule transactions

Mac | iPhone
| iPad

Quickly setup a new scheduled transaction from the details of an existing transaction. Doing so will allow the program to generate transactions from this scheduled transaction on the established schedule.

Schedule a transaction:

  1. Select the transaction you want to setup as a scheduled transaction in the Transactions section or from an account's Transactions section.
  2. Select "Schedule Transaction" from the Transactions menu.
  3. You will then be taken to the Scheduled Transactions - Setup section with a new scheduled transaction selected and you can edit scheduled transactions's settings as desired.