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Scheduled Transactions

If you already have data in your accounts, you can have Actual propose schedules based on the available data.

The system is very flexible:

  • Schedules can recur indefinitely, have an end date or only occur once.
  • The schedule can enter the transaction automatically into the account register or notify you to manually approve entry.
  • Recurring transactions can be set to one or multiple specific days of the month. For example, a single schedule can be created for a cell phone plan with multiple users and different payment cycles for each phone. If you have three cell phones that all get paid on different days of the month, each day can be defined in a single schedule.
  • Schedules have various options for the frequency of transactions, such as every month, every month on the 2nd Wednesday, every 2 months, every 2 years, etc.

For more details, see Schedules.

Overview of the schedule screen