How to automatically schedule transactions

Scheduled transactions are automatically booked at a fixed interval, for example every month. Use them for recurring payments such as rent, salaries, subscriptions, and transfers to your savings account. See Recurring transactions in finance for the concept.

Creating a scheduled transaction  

A scheduled transaction is created from an existing transaction, or from scratch using the schedule option.

1. Open a transaction that represents the recurring payment.
2. Use the schedule option in the transaction’s context menu.
3. In the dialog, provide:
   • Name, a descriptive name for the schedule, prefilled from the transaction description.
   • Amount, the amount for each booking.
   • Interval and Periodicity, for example every 1 MONTHS.
   • Source and Destination accounts.
   • The transaction type: transfer, credit (income), or debit (expense).
4. Save the schedule.

  Tip

To schedule a payment linked to a contract, use the schedule option on the contract instead — see How to manage contracts.

Managing scheduled transactions  

All your schedules are listed under Automation → Scheduled transactions. Open a schedule to edit its Name, Description, the Interval and Periodicity, and the Active between date range that controls when bookings start and stop.

New transactions created by a schedule are processed by your transaction rules, so they can be categorized automatically as well.