<li>Click the type of transaction you want to <glossary>schedule</glossary>.</li>
<li>Enter all the necessary information.</li>
<extend>
<tease>Create a recurring bill.</tease>
<reveal>
<p>The following fields are required:</p>
<ul>
<li><emph>Pay to.</emph> The name of the individual or business to whom you will make the payment. Their address and account number are required for online payments.</li>
<li><emph>Pay from.</emph> The account from which you'll make the payment.</li>
<li><emph>Payment method.</emph> If the account is online enabled, you can choose from both online and offline methods.</li>
<li><emph>Amount.</emph> If the amount is always the same, enter it. If the amount varies, enter an estimate, and then select the check box.</li>
<li><emph>Next due date.</emph> It's best to take the date from your most recent statement.</li>
<li><emph>Frequency.</emph> Choose from as often as daily, to just once.</li>
</ul>
<p>The remaining fields are not required, but will help you track your money and enter your data more quickly and easily:</p>
<ul>
<li><emph>Category.</emph> By assigning a category, you can better track where your money goes.</li>
<li><emph>Enter this into my register automatically.</emph> Use this as a reminder, or to save you time spent entering transactions.</li>
<li><emph>This payment will end at some point in time.</emph> If you know this when you set up the bill, you can enter either the number of bills remaining or the date of the final bill.</li>
</ul>
</reveal>
</extend>
<extend>
<tease>Create a recurring deposit.</tease>
<reveal>
<p>The following fields are required:</p>
<ul>
<li><emph>Receive from.</emph> The name of the individual or business from whom you will receive the funds.</li>
<li><emph>Deposit to.</emph> The account in which the funds will be deposited.</li>
<li><emph>Payment method.</emph> Choose whether this is a direct deposit, a manual deposit, or another type.</li>
<li><emph>Amount.</emph> If the amount is always the same, enter it. If the amount varies, enter an estimate, and then select the check box.</li>
<li><emph>Next due date.</emph> If you aren't sure, you can estimate the date, and update it later.</li>
<li><emph>Frequency.</emph> Choose from as often as daily, to just once.</li>
</ul>
<p>The remaining fields are not required, but will help you track your money and enter your data more quickly and easily.</p>
</reveal>
</extend>
<extend>
<tease>Create a recurring transfer.</tease>
<reveal>
<p>The following fields are required:</p>
<ul>
<li><emph>Transfer from.</emph> The account from which the funds will be withdrawn.</li>
<li><emph>Transfer to.</emph> The account to which the funds will be deposited.</li>
<li><emph>Payment method.</emph> Choose whether this transfer is electronic, or whether you will make the transfer at the bank, by ATM, or by telephone.</li>
<li><emph>Amount.</emph> If the amount is always the same, enter it. If the amount varies, enter an estimate, and then select the check box.</li>
<li><emph>Next due date.</emph> If you aren't sure, you can estimate the date, and update it later.</li>
<li><emph>Frequency.</emph> Choose from as often as daily, to just once.</li>
</ul>
<p>The remaining fields are not required, but will help you track your money and enter your data more quickly and easily.</p>
</reveal>
</extend>
</ol>
<p>When the next occurrence of this <glossary>recurring transaction</glossary> is due, you'll get a reminder on the Money Home page and from <glossary>Money Express</glossary> on the <glossary tNum="287095">Windows taskbar</glossary>.</p>
</content>
<footer>
<extend>
<tease>Can I schedule a transaction while I'm paying my bills?</tease>
<reveal>
<p>To schedule a new transaction on the <emph>Manage scheduled bills and deposits</emph> page, click <emph>New</emph> at the bottom of the list of scheduled transactions, click the type of transaction you want to schedule, and then follow the instructions on the screen.</p>
