Account:
Select the account this scheduled transaction should be applied to.
Transaction Type:
Select the type of transaction entered.
Payee:
Select or type in the name of the party to whom the transaction is credited.
Amount:
Enter the amount for this scheduled transaction.
Category:
Select the income or expense category to which the transaction is assigned.
Sub-Category:
Select or enter the income or expense sub-category, if applicable.
Next Date:
Select the next date this transaction should occur.
End Date:
Select when this scheduled transaction should end.
No end date
Check this if the scheduled transaction should occur indefinitely.
Schedule
Every
Select this to choose an interval period for the transactions to occur.
Occurs once a month on
Select this to choose a specific day of the month for transactions to occur, then choose the day of the month from the drop menu.
Remind me before this transaction occurs
Select this to receive an alert that a transaction is about to occur.