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A scheduled transaction is a recurring bill or income — rent, a paycheck, a streaming subscription. You set it up once with a cadence, and Budget Bandit tracks when it’s due. Scheduled transactions also feed the Forecast report, so your future cash flow reflects what’s coming.

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Create a schedule

1

Open Scheduled Transactions

Go to Scheduled and choose New Schedule. You can also turn a transaction you just entered into a schedule from the register’s Repeat dropdown.
2

Fill in the transaction

Set the account, payee, amount, and an optional category and memo. A negative amount is an outflow (a bill); a positive amount is income.
3

Set the start date and repeat

Choose the Starting date and a Repeat cadence. The start date drives the day of the week or month, so picking a Friday makes a weekly schedule land on Fridays.
4

Choose automatic or manual

Decide whether the schedule posts on its own or waits for your approval (see below).
5

Save

Save. A live preview shows the next few dates before you commit.

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Repeat cadences

Pick from these presets:
  • Daily
  • Weekly
  • Every other week
  • Twice a month
  • Every 4 weeks
  • Monthly
  • Every other month
  • Every 3 months
  • Every 4 months
  • Twice a year
  • Yearly
  • Every other year

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Automatic vs. manual

The Automatically add transaction option sets the schedule’s mode:
  • Automatic — the transaction posts to the account on each due date with no action from you.
  • Manual — the schedule waits and prompts you to approve each occurrence. Manual schedules are the ones you’ll enter or skip from the Scheduled page.

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Advanced options

Open Advanced options for finer control:
  • Repeat on the weekday, not the date — for monthly cadences, repeat on something like “the 2nd Friday” instead of a fixed day number, based on your start date.
  • If it lands on a weekend — leave it, move it to the Friday before, or move it to the Monday after.
  • End date — stop the schedule after a date.
  • Stop after N occurrences — end it after a set number of runs.

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If something looks wrong

  • The next date is off → check the start date and the weekend adjustment; the preview shows the upcoming dates.
  • It didn’t post when expected → confirm whether it’s set to Manual, which waits for you. See Edit or skip.

Edit or skip

Change a pattern or skip a single occurrence.

Forecast and debt

Where scheduled transactions project forward.

Irregular income

Budgeting around a variable paycheck.

Add a transaction

Make a one-time entry recurring as you add it.