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Scheduler

The scheduler creates regular transactions (for example, monthly bills for the apartment, telephone, Internet, etc.). These transactions are created automatically at a predefined time, so you do not have to do anything manually. You need to enter all transaction data and set the schedule only once.
 
In the list of scheduled transactions under the "Date" column, you can check the status of the schedule (active or not) and see the date of the nearest event. The context menu of the scheduled transaction has an option called "Accept" that allows you to create a transaction instantly. So, it is easy to create similar transactions that you cannot create a schedule for (those that occur occasionally). If the schedule is available, a transaction is created after clicking the Accept button. In this case, the schedule moves to the date of the next event. Configuring a transaction schedule.
 
Scheduler
1

View

  • Switch between the lists of planned transactions and events.
  • Separate transaction to income and expenses.
  • Organize transfers to a separate group.
  • Organize loan repayment transactions to a separate group.
2

Group by

Group planned transactions or events by categories, family members, payees or projects.
3

Filters

Show / hide filter panel.
4

Actions

Show / hide actions panel.
5

Date and status

5. Date and status
Date of the next event and status of the schedule (active or not).
6

Transfer amount

6. Transfer amount
Note that the amount of transfer is equal to zero because you selected a group of accounts and transfer is made within this group. Debit and credit are shown in gray.