Scheduling transactions

Schedules represent recurring transactions, and can be used to forecast your spendings.

To add a schedule

  1. Select "Schedules" in the Source list.

  2. Click on the "+" button.

    The "New Schedule" sheet shows up.

  3. Enter the transactions properties for the schedule.

  4. Select a recurrence rule.

  5. Enter the amount and select how each occurrence's amount is calculated.

To edit a schedule

  1. Select "Schedules" in the Source list.

  2. Select the schedule you want to edit.

  3. Click on the "Edit" button.

To delete a schedule

  1. Select "Schedules" in the Source list.

  2. Select the schedule you want to delete.

  3. Click on the "-" button.

Amounts

Schedules feature different types of amounts:

Schedules can also be set to have an "expected" amount. When validating an occurence, Squirrel will ask you for confirmation before creating the corresponding transaction. Such schedules are useful for monthly bills, with an amount that can slightly vary from month to month.

Validating occurrences

When a scheduled transaction is ready to be created, the corresponding indicator in the source list is increased.

To validate a schedule

  1. Select "Schedules" in the Source list.

  2. Click on "Create" to create the next occurrence transaction, or "Skip" to skip to the next occurrence.