Schedule repeat and amount options
What each Repeats choice does, how month ends and Twice a month work, and how Exact, About and Between amounts match.
Updated November 10, 2026
The Repeats list sets how the Next date moves after you post or skip an occurrence. The amount type sets how closely a real transaction must match the schedule's amount.
Repeats
| Option | After each occurrence, the Next date moves |
|---|---|
| Daily | 1 day |
| Weekly | 7 days |
| Biweekly | 14 days |
| Twice a month | To the next of two dates in the month. See below. |
| Monthly | 1 month, to the same day of the month |
| Every 2 months | 2 months, to the same day of the month |
| Quarterly | 3 months, to the same day of the month |
| Every 6 months | 6 months, to the same day of the month |
| Yearly | 12 months, to the same day of the month |
| One-time | It does not move. Posting it completes the schedule, and there is no Skip. |
Restarting a completed One-time schedule sets the Next date to today if its date has passed. Otherwise the date stays.
Days that a month does not have
The month-based options use the day of the month of the Next date you add or save. When a month is shorter, the date moves to that month's last day. The next month returns to your day.
Example: a Monthly schedule with a Next date of January 31, 2027 moves to February 28, 2027, then March 31, 2027, then April 30, 2027.
Saving a schedule in the Edit schedule dialog sets the day again from the Next date you save.
Twice a month
The two dates in each month are the day of the Next date you add or save, and that day plus 14. A date past the end of the month becomes the month's last day. After the second date, the Next date moves to the first date of the next month.
| Next date you enter | Dates that follow |
|---|---|
| October 1, 2026 | October 1, October 15, November 1, November 15 |
| October 16, 2026 | October 16, October 30, November 16, November 30, December 16, December 30 |
| October 20, 2026 | October 20, October 31, November 20, November 30, December 20, December 31 |
When both dates fall on the same day, that month has one occurrence.
The two dates are 14 days apart unless the month ends first, so this option cannot follow the 15th and the last day of every month. For those dates, use two Monthly schedules, one dated the 15th and one dated the 31st.
Amount types
| Type | A transaction matches when it is | The table shows | Post writes |
|---|---|---|---|
| Exact | Exactly the amount | The amount | The amount |
| About | Within 7.5% of the amount, rounded to the cent | The amount with a ~ before it | The amount |
| Between | From the lowest to the highest amount, both included | The two amounts joined by a dash, such as $90.00–$110.00. An Expense has a minus sign at the start. | The midpoint of the two amounts |
- Amounts are always positive numbers. Expense or Income sets the direction, and a matching transaction must go the same way.
- About with $100.00 matches transactions from $92.50 to $107.50.
- Between takes the amounts in either order. $90.00 and $110.00 give a midpoint of $100.00. The midpoint is the schedule's amount on Home, in the ledger's Scheduled section and in the Looking ahead report.
- The amount type decides which transactions the app offers to link to the schedule. See See what's coming up.