Debit & Credit User Guide

Creating Scheduled Transactions

How to Create Scheduled Transactions In macOS

To create a new scheduled transaction in macOS, click on "Scheduled" in the left sidebar and then click "+" button in the upper right corner of the app window. After that you will need to provide scheduled transaction details described here.

How to Create Scheduled Transactions In iOS

To create a new scheduled transaction in iOS, select "Scheduled" in the main menu of the app and then tap on "+" button in the upper right corner. After that you will need to provide scheduled transaction details described here.

What Happens Next

Once a scheduled transaction is created, you will be able to see its details in "Scheduled" section of the app with all relevant details. Please note that the Mac app has a separate view for completed scheduled transactions. You can learn about that more in actions on scheduled transactions.

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