
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.
To schedule a transaction:
- Click New Entry to create a new transaction either from the "Scheduled" or "Current" view
- If on the "Current" view, change the Date on the transaction detail to a future date or change the status from "Open" to "Pending"
- If this will repeat, change the Repeat setting to a setting other than "Never"
- Optionally, change the Every iteration to 2 or more
- 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.