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Scheduled Transactions

MoneyWell allows you to schedule a future bill or transaction just by changing the date to a newer one than the current date. This will automatically change status to "Pending" and color the transaction background as orange in the list.

Pending Transaction Detail

To schedule a transaction:

  1. Click New Entry to create a new transaction either from the "Scheduled" or "Current" view
  2. If on the "Current" view, change the Date on the transaction detail to a future date or change the status from "Open" to "Pending"
  3. If this will repeat, change the Repeat setting to a setting other than "Never"
  4. Optionally, change the Every iteration to 2 or more
  5. Optionally, change the Ends setting to "After" and adjust how many times or to "On" and set a date (setting it to "Never" allows MoneyWell to continually generate new transactions)

If the repeat is set to never end, MoneyWell will generate one year of transactions and add a new transaction each time a pending one is switched to a current transaction.

See also

Add a transaction
transactions