How do I schedule recurring transactions?

Scheduled transactions can be created to track financial activities that occur on a repeating basis, for example a monthly mortgage payment or biweekly paycheck.

To add a scheduled transaction:

Select "Scheduled Transactions" in the source list and click the plus button at the bottom of the main window. A blank transaction will appear in the scheduled transaction list. Alternatively, drag and drop a transaction from any transaction view onto the "Scheduled Transactions" item in the source list to create a scheduled transaction based on that transaction.

To delete a scheduled transaction:

Select it in the scheduled transaction list and click the minus button at the bottom of the main window, or press the 'Delete' key on your keyboard.

To edit a scheduled transaction:

Select it in the scheduled transaction list. Using the transaction editor, choose the account to which the transaction should be added, then configure the other transaction properties just like you would for any normal transaction.

Be sure to enter the date (and time, if desired) on which the transaction should be posted to the account. Under "Other info" (click the show other info button if necessary), choose a frequency to specify how often the transaction should repeat (use "Once" if the transaction should only be posted a single time). Below the frequency setting, enter the number of times you wish the transaction to be posted, or choose "Unlimited" to have it repeat indefinitely.

You can also schedule split transactions (to track itemized deductions on a paycheck, for example). Use the show splits button in the transaction editor to view the splits table and edit split items just as you would in the transaction view.

To set a reminder:

If you would like iBank to notify you before the scheduled transaction is posted, click "Reminders: Always" in the transaction editor. If a transaction is pending when iBank is launched, the following sheet will appear:

Click "red dot Post Transaction" to post the selected transaction to its specified account, or click "Skip Transaction" to leave the transaction pending. You will be notified again the next time you launch iBank. Click "Done" to dismiss the sheet and continue using iBank.

If you prefer not to set a reminder on the scheduled transaction, click "Reminders: Never" in the transaction editor. iBank will automatically post the transaction to its specified account at the specified date and time without notifying you.

To create an iCal event:

Check the "Add next transaction to iCal" box in the transaction editor and choose a calendar from the drop-down list. An event named after the transaction's payee and amount will be created in the selected iCal calendar on the time and date specified.

Scheduled transaction status:

Each scheduled transaction has a status icon displayed next to it, in the '!' column:

green dot Scheduled: the transaction is ready to be posted at a future time/date.

red dot Pending: the transaction has passed its posting time/date and is waiting to be posted.

To post a scheduled transaction ahead of its posting date:

Select the scheduled transaction in the list and click the post now button at the bottom of the main window. The transaction will immediately be posted to the specified account with its date set to the original posting date (in the future). The scheduled transaction will increment itself to prepare for the next posting date.