Scheduler

Feature available in Home and Pro editions Feature available in Home and Pro editions Feature available in Home and Pro editions

scheduler

The scheduler allows you to create recurring transactions automatically. One can, for example, create monthly bills for an apartment, telephone, internet, salary, etc. Such transactions will be entered by the program automatically at a preset time, without any user interference. You need to enter the transaction data only once and set up the scheduler.


Scheduler options

  • Once on a particular day
  • Day of week. The user specifies one or several days of the week, as well as the weeks when the event will occur: all weeks, even or odd.
  • Once a month.
  • Yearly. The user specifies the day and month of the event.
  • Regularly, every X days.
NOTE: It’s necessary to specify the day when the scheduler was enabled and the day when it will be disabled (if required).



Tips

scheduled transactions list

For transactions that occur quarterly or once every six months, the user can create two, three or more copies with the annual schedule. For example, for an event occurring twice a year – in January and June, you can create two recurring transactions with similar parameters and set the schedule to January and June of each year respectively.

In the list of scheduled transactions, the "Date" column displays whether the schedule is active or not, as well as the date of the nearest event. In the context menu of the scheduled transaction, the user can find the "Apply now" option that allows him to complete a transaction instantly.