Topics and features

Topic - Scheduled transactions

How does it work

Scheduled transactions can help reminding you about adding a transaction in the future, be it one-time or recurring. The way it works is that you will create a transaction 'template', set a date to it and you will be reminded to add it when the time comes.

EP doesn't automatically add the scheduled transaction when the time comes, at least not yet, the reason for it is that it wants you to consciously know that there's a transaction coming in.

When it's nearing the transaction date, EP will show that you have an incoming transaction in a few days. You can choose to either acknowledge it, which will confirm you if all the amounts you've entered from the template is correct, or ignore it; basically removing it from the list of incoming transaction and keeping it for next reminder cycle.

Next: How to create a scheduled transaction
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