Scheduled Transactions

Scheduled Transactions helps you manage recurring money activity in one place.

Use it to plan and review repeating expenses, income, and transfers such as salary, rent, subscriptions, loan payments, or regular account transfers.

The page uses a calendar view, so you can quickly see what is planned for each day of the month and review the transactions scheduled for a selected date.

How to read the calendar

At the top of the page, Moneyscope shows a monthly calendar.

Each day may include up to 3 indicators:

• Red amount shows the total scheduled expenses for that day
• Green amount shows the total scheduled income for that day
• Small number below shows how many scheduled transactions are planned for that day

This helps you understand at a glance:

• when money is expected to go out
• when money is expected to come in
• which days are busier than others

If a day has no scheduled transactions, it appears without totals or a count.

Select a date to view details

When you select a date in the calendar, the list below updates to show the scheduled transactions planned for that day.

This makes it easy to move from a monthly overview into the details for a specific day.

Change the month

Use the arrows next to the month at the top of the page to move backward or forward.

When you change the month, the calendar updates to show the scheduled transactions planned for that month.

Add a scheduled transaction

To create a new scheduled transaction:

1. Open Scheduled Transactions
2. Select day on calendar for tranaction
3. Select the + button on top right corner of the screen
4. Choose the transaction type:
   • Outflow for repeating expenses
   • Inflow for repeating income
   • Transfer for repeating movements between your own accounts
5. Fill in the details
6. Turn on Repeat or choose the repeating schedule
7. Save the transaction

⚠️ Note: A scheduled transaction cannot be marked as Cleared until its transaction date arrives.

Tip: You can add a scheduled transaction using the default add transaction bottom navbar + button from any page and select a future date for the transaction.

Examples of scheduled transactions include:

• Monthly salary
• Rent
• Subscriptions
• Loan payments
• Weekly allowance
• Monthly savings transfer

Edit a scheduled transaction

To change an existing scheduled transaction, open it from the list for the selected date and edit its details.

For example, you may want to update:

• the amount
• the next date
• the payee
• the account
• the repeat pattern
• the memo

This helps you keep recurring transactions accurate as your finances change.

Transaction types in Scheduled Transactions

Type	Use Case
Outflow	Repeating expenses, such as rent, bills, subscriptions, or loan payments.
Inflow	Repeating income, such as salary or other regular payments you receive.
Transfer	Repeating movements between your own accounts, such as sending money to savings every month.

Why Scheduled Transactions are useful

Scheduled transactions can save time and help you stay organized.

They are especially useful if you have money activity that repeats regularly, because you do not need to recreate the same transaction from scratch every time.

They also help you:

• see what is coming up this month
• spot heavy expense days in advance
• review expected income dates
• stay consistent with recurring entries

Common questions

Question	Answer
What do the red and green numbers mean in the calendar?	Red shows the total scheduled expenses for that day. Green shows the total scheduled income.
What does the small number under the date mean?	It shows how many scheduled transactions are planned for that day.
Can I use Scheduled Transactions for transfers?	Yes. You can schedule transfers between your own accounts.
Can I review transactions for a single day?	Yes. Select a date in the calendar and the list below will show the scheduled transactions for that day.

Tips

• Use scheduled transactions for anything that repeats regularly
• Review the calendar at the start of each month to see what is coming up
• Check days with large red totals so you can prepare for heavier spending
• Use scheduled transfers to support habits like saving or paying down debt