Schedules

Use Schedules to create, edit, import, export, and delete recurring plans. Review each schedule’s linked rule and transaction count before deleting it.

Open it from Data Management → Schedules (/schedules).

Budget impact: Schedule changes remain staged for review until you Save.

Next date, amount, recurrence, payee and account together - and the two marked Missed are the ones worth looking at first.

It shares the editing model every Data Management page uses.

What you get beyond Actual Budget

• CSV import and export of schedules for bulk setup and backup.
• Impact-aware deletion - every delete shows the schedule’s linked-rule status, auto-post flag, and transaction count first.
• A recurrence summary that reads like English, worked out from the start date.
• Edit as Rule - open the schedule’s server-managed rule directly in the Rules editor.
• Staged review - set up a dozen schedules, read them once, then Save.

Create a schedule

1. On the Schedules page, open the schedule drawer to add a schedule.
2. Set the name (optional), date (or recurrence), and amount.
3. Optionally assign a payee and account.
4. Save to stage the schedule.

Save a schedule you did not change and the drawer just closes - no empty draft. Close it with unsaved edits and it asks first.

Choose an amount mode

Schedule amounts always use one of three modes:

• Exact (is)
• Approximate (is approx.)
• Range (is between) - with a low and high amount

A missing amount on the server is read as an approximate zero.

Configure recurrence

• Frequencies: daily, weekly, monthly, yearly, each with a configurable interval.
• Monthly schedules support a specific day of the month (including “last day”) or a weekday-of-week position (for example “2nd Friday”).
• The table’s Repeats summary infers weekday/day anchors from the start date (for example Every 2 weeks on Wednesday), and a Recurring column marks repeating schedules.

Weekend adjustment and end conditions

• Weekend adjustment - a date landing on a Saturday or Sunday moves to the Friday before or the Monday after, your choice.
• End conditions - run forever, end after N occurrences, or end on a date.

Auto-add and linked rules

• Auto-add - Actual posts the transaction itself when the schedule falls due.
• Every schedule has a linked rule behind it, managed by the server. Edit as Rule in the drawer opens it.

Schedule-generated rules are managed here

Schedule-linked rules are read-only on the Rules page. The link-schedule action shows the schedule’s name and cannot be written by hand. Change the behaviour here instead.

Edit, delete, and filter

• Edit in the drawer. A saved edit stays on screen while the background refresh catches up with the server.
• Deleting confirms first, showing the linked rule, the auto-post flag and the transaction count.
• Filter by name, payee, account, frequency, and auto-add state.

Import and export

Import and export schedules as CSV (staged before saving).

No “completed” status column

The completed flag survives a CSV round-trip but is not shown as a status, because it does not reliably mean paid or finished. Imported schedules start active.

Common problems

• The rule is read-only - it belongs to the schedule. Edit as Rule opens the parts you can change.
• The recurrence summary looks wrong - it is derived from the start date. Check the day or weekday anchor and the interval.

Related pages

• Rules - schedule-linked rules
• Tags
• Core Concepts