Scheduling future transactions

Personal Finances lets you set up a schedule which will automatically generate future transactions. These can be recurring transactions e.g. salary coming in, or payments going out, or known one off payments that will occur on a specific date in the future. 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.

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.

Before you decide whether or not to use this facility you should give some thought to how are you going to run your records. If you are going to make use of regular imports of data from your Internet banking then it does not make a lot of sense to schedule future transactions because these will result in duplicate records.

Scheduler options

Click control in red ellipse to set up scheduler. Available 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). Set "Manual" mark you you want to approve every transaction before it occurs.