Debit & Credit User Guide

Actions on Scheduled Transactions

Actions Are Optional

Generally, scheduled transactions are processed automatically by the app on the due date. However, there is always a possibility that you might need to pay or skip a transaction ahead of its schedule. To use these actions in macOS, right click a scheduled transaction. To do the same in iOS, just tap on a scheduled transaction.

Skip

Skips the next due date for a scheduled transaction. If it is a repeating transaction, a new due date will be assigned by the app based on the repeating period. Otherwise, the transaction will be deemed as completed.

Pay

Execute scheduled transaction with the current date ahead of its schedule. If it is a repeating transaction, a new due date will be assigned by the app based on the repeating period. The next due date will be the same as it would have been according to the schedule if it was recorded automatically (not affected by you paying ahead of the schedule).

Pay With Custom Options

The same as the previous action, the only difference is that you will be able to change transaction date and amount. This is handy when you have a one-time change in your scheduled transaction, e.g. you bill came for $210 although it is always $200. You will also have an option not to make any changes to the scheduled transaction itself (keeping its current due date as it is).

Active and Completed

Once a transaction does not have a due date anymore (either it does not have repeating and it was paid/skipped or it has ended) it is deemed as completed by the app. Completed transactions are listed first in the list of scheduled transactions in iOS, whereas in macOS there is a separate switch for active and completed scheduled transactions:

Debit & Credit switch between active and completed scheduled transactions

Related topics: creating scheduled transactions, general information about scheduled transactions, balance forecasting.