See what's coming up

Scheduled items show above the list on Transactions, on Home, in a due chip and in the Looking ahead report.

Scheduled section in the ledger

1. Select Transactions in the sidebar (on a phone, the Transactions tab).
2. Choose one account, All accounts, On-budget or Off-budget with the button at the top left. See The Transactions page.

A Scheduled (N) section above the transactions lists the schedules of the accounts in the list. Each row shows the date, the payee (or the schedule's name), the category, tags, notes and the amount. An item that is overdue or due within 7 days also has a status badge: Overdue, Due, Due soon or Upcoming. When the section lists at least one item, its header shows the total of their amounts at its right end, like the Uncleared and Cleared totals in Grouped view. Post and Skip work as on the Schedules page. See Post, skip or end a scheduled item. Select the header to collapse the section. The total stays on the header while it is collapsed.

The section and the Upcoming button show on the first page when an account in the list has an active schedule. Each schedule appears once, at its Next date, furthest first, so the nearest item sits directly above your transactions. A category you have hidden shows its name with a small hidden label.

One account

With one account and no search, view chip or filter, each row also shows, in the Balance column, the projected balance once that item and every nearer one post. The column runs on without a break: the nearest item's balance minus its amount is the balance on the top row below it.

For example, say the top row of your transactions shows $2,450.00, and a -$1,200.00 rent is due before a $2,000.00 paycheck. The Scheduled header shows $800.00. The rent row shows $1,250.00 and the paycheck row above it $3,250.00. With Pending shown, that top row shows the account's Balance. With Pending hidden, it leaves out the pending transactions you hid, and so do the scheduled rows.

Several accounts

In All accounts, On-budget and Off-budget, each row names its account in the Account column, and the rows have no balance. The header adds up the items from every account in the list. For example, a -$1,200.00 rent on Everyday Chequing and a -$85.00 phone bill on a Visa card give a header total of -$1,285.00, which is -$1,200.00 plus -$85.00. The account name is not a button. To move a schedule to another account, edit it on the Schedules page.

Search, filters and view chips

A search, a filter or the Uncategorized chip narrows the section to the scheduled items that match, and their rows have no balance:

• A search matches the payee, the schedule's name, notes, the category and account names, and the amount. A full date matches the Next date, and tag: or # with a tag name matches the schedule's tags. The transaction list does not search schedule names, so if an item matches only by its name, the transaction that Post adds is not in the results. Search for its payee, category, notes or amount to find it.
• Categories, Payees, Accounts, Tags and Amount match the schedule's own values.
• Dates matches the Next date. The section still looks only as far ahead as your Upcoming choice.
• The Uncategorized chip lists items with no category on on-budget accounts.

When nothing matches, the section is hidden. With none on, an empty section still shows Scheduled (0). The chip numbers, the Filtered card and the footer count leave scheduled items out. See Search and filter transactions.

The To review, Uncleared and Removed by provider chips hide the section and the Upcoming button. So does choosing anything but Any in Cleared, Reviewed or Reconciled. A scheduled item has none of these states.

Choose how far ahead to look

1. Select the Upcoming button. It reads Upcoming: 7 days by default (on a phone, only 7 days).
2. Choose Off, Due only, 7 days, 2 weeks or Month.

Due only lists items dated today or earlier. Month reaches the same day next month. Off hides the section. Every other choice also lists overdue items. The app remembers your choice on this device.

On a phone, the rows are cards. A card shows the payee (or the schedule's name), the date and any status badge, the account when the list has several, the category, the amount, and Post and Skip, but no tags, notes or balance. The header still shows the total.

Other places

• Home lists the first four schedules in its Upcoming card. See The Home page.
• A due chip such as "2 due" on Home, Budget and Annual Budget Plan counts schedules due today or earlier and opens Schedules. See Attention chips.
• The Looking ahead report lists schedules due in the next 30 days. See See what's ahead.

Link a transaction to a schedule

The app offers to link a transaction that looks like a scheduled item, so you do not post the same payment again.

1. Find a transaction with a Possible schedule label beside the payee, and select the label to open Details.
2. Under Possibly a scheduled payment, select the Mark paid: button that ends with the schedule's name.

The transaction takes the schedule's category if it has none. If its date is within 5 days of the Next date, that date moves forward one step, and a One-time schedule completes. The ledger Undo button reverses the link but not the date change. Not a scheduled payment hides the offer.

The app offers a schedule on the same account when the direction, the amount and the payee (if the schedule has one) fit, and the date is within 5 days of its Next date or of the occurrence before it. For a Twice a month or One-time schedule, only the Next date counts. Transfers, split lines and linked transactions get no offer.

To link by hand, choose a schedule in the Link to a schedule list in Details. The list shows when no schedule is offered and you have not selected Not a scheduled payment. It does not show on a transfer. The same category and Next date rules apply. A linked transaction shows "Scheduled payment:" and the schedule's name, with an Unlink button. Unlink does not move the Next date back.