To create a planned transaction, go to the Today section and tap/click “+” in the right upper corner. Select a category if prompted. Tap/click PAID and fill in the transaction details:
- Automatic: the transaction will become paid automatically on the specified date and time. If it is off, you will have to pay the transaction manually.
- Repeat: the period you enter will determine the frequency with which the transaction will be repeated. It can be “Every Day”, “Every Week”, “Every 2 Weeks”, “Every Month”, “Every Year”, etc. You can also set up the “End date”, after which the transactions will stop being generated. If you need a one-time transaction, set Repeat to “Never”.
To edit a planned transaction you need to go to the Today tab and tap the date to access the Calendar. Then a future entry of the transaction should be found. The app will ask you how to apply changes.