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Once a schedule is running, you manage it from the Scheduled page. Schedules are grouped into Upcoming (due within 30 days), Active, and Completed. Each scheduled transaction also feeds the Forecast report, so changes here ripple into your projected cash flow.

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Edit the pattern

Click a schedule to open it, then change the account, payee, amount, category, cadence, or any advanced option. Save. If you change the timing, the next due date recalculates from your edit.

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Enter or skip one occurrence

Manual schedules wait for you to handle each due date. On an upcoming manual schedule you have two single-occurrence actions:
1

Enter

Choose Enter to post this occurrence now. It creates the real transaction on the account, and the schedule advances to its next due date.
2

Skip

Choose Skip to pass on this occurrence without creating a transaction. The schedule jumps straight to its next due date.
Enter and Skip apply to manual schedules. Automatic schedules post on their own, so they don’t show these actions — to stop one, edit it or delete it.

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Stop a schedule

To end a recurring schedule, you have a few options depending on what you want:
  • Edit the schedule and set an end date or a stop after N occurrences limit so it winds down on its own.
  • Delete the schedule to remove it entirely. Deleting a schedule does not remove transactions it already created.
A schedule that has reached its end date or occurrence limit moves to the Completed group.

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How this shows in Forecast

The Forecast report projects your balances forward using your active schedules. Skipping an occurrence, editing an amount, or ending a schedule all change what Forecast expects — so keep your schedules current if you rely on the projection.

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If something looks wrong

  • A schedule posted twice → check whether you also entered it manually after it auto-posted; delete the duplicate transaction.
  • Forecast looks off → review your active schedules’ amounts and cadences. See Forecast and debt.

Create a schedule

Set up a recurring bill or paycheck.

Forecast and debt

How schedules drive the projection.

Add, edit, delete

Manage the transactions a schedule creates.

Irregular income

Budgeting around variable income.