Create / Edit  Scheduled Transactions

To create the new scheduled transaction go to Schedules - >Options - >New/Edit button from the bottom menu at the Scheduled Transaction main View.

You need to choose what type of scheduled transaction you want to add – Deposit/Payment/ Transfer.

Create /Edit scheduled transaction dialog appears.

       tab 1 - Schedule                                                tab 2 - General                                     tab 3 - Extended

tab 1 - Schedule

Start date: enter the starting date you want your scheduled transactions starts. You can enter the past date if this transaction already took place in the past and you want to continue to scheduled this transaction.

Schedule: Choose the scheduling period. You can select from

For example you want to schedule transaction the 1st day of the month, enter the start day July, 1st and choose the period - monthly, the same way you can schedule 2nd day of the month, the each Wednesday etc.

Use final day: state if you want to enter the ending date of the scheduled transactions.

if you chose have the final date then the new field Ending Date appears.

Ending Date: Set the lat date for the scheduling transactions to run.

Next Payment: displays what date will be the next scheduled transaction.

Go to the 2nd tab: General

Account: enter the account for this transaction. You can select account fron the drop down list. The first choice is the default account (Main menu - > Settings ->  Default account).

Payer/Payee: type in the company/organization/person you are paying to( you are receiving from)

Amount: enter the amount of transaction.

Currency: enter the currency for the transaction.

Category:  choose the income/expense category for this transaction. Choose from the list of predefined categories.

If you want to split the transaction's categories choose Options -> Split.

When you fill all the fields in this tab go to the

3rd tab.  - Extended.

Ref field: Choose the Reference ( EFT, Check, etc)

Class: You may specify for the transaction the class it belongs to ( e.g. Personal, Business, etc). You may choose class from the drop-down list of predefined classes or create a new one. Flying Money includes predefined classes which you can modify.

Note: Enter a memo, or note to describe the transaction in more details.

When done click Options -> OK

Please note that neither of the fields in any tab is obligatory, you can always skip them, in this case you will have the default values for the skipped fields.

Scheduled Transactions Prompt: If you have one or more transactions that are due today or before today at the Register View you will have the mark with the flag at the left of the transaction. This sign reminds you that this transaction require the action. You can:

  * Accept the transaction so it will be recorded and you effect at the account balance.

  * Delete the transaction - the scheduled transaction will be deleted.

  * Postpone - the date for this transaction will be postpone to the next scheduled due date or you can specify the date of transaction manually.