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Scheduled Transactions

Scheduled transactions help users plan recurring expenses, income, and reminders before they happen.

Scheduled Transactions

Create recurring expenses or income for bills, salary, subscriptions, rent, and other repeating money activity.

  1. Open Scheduled Transactions.
  2. Tap create.
  3. Select transaction type.
  4. Enter amount and note.
  5. Select category and account.
  6. Choose frequency: daily, weekly, bi-weekly, monthly, quarterly, or yearly.
  7. Set start date and time.
  8. Set reminder if needed.
  9. Set end date if needed.
  10. Enable Auto-log Trans. if wanted.
  11. Set status active or inactive.
  12. Save.

Manage Scheduled Transactions

Pause, reactivate, edit, or delete scheduled transactions as recurring payments change.

  1. Open Scheduled Transactions.
  2. Switch between Active and Inactive.
  3. Tap scheduled transaction.
  4. Edit fields or delete.

Notifications

Enable notifications to receive daily reminders and stay consistent with expense tracking.

  1. Tap Enable Notifications.
  2. Allow system notification permission.
  3. Set daily reminder time in settings.
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