Finance Manual – Scheduled Transactions

This is part of the manual for the Android Finance Application.

Scheduled Transactions were released in v1.4.0 of the Finance Application.

Scheduled Transactions

Most of your transactions will be repeated payments to the same payees at regular times. To make entering repeated payments less of a chore, you can create Scheduled Transactions that will enter the payment automatically.

You can specify the usual transaction details such as Account to use, Payee, Category, Amount and include a Memo.

Scheduled transactions can be repeated weekly, monthly or yearly. When creating a Scheduled Transaction you specify the from date and, optionally, the end date.

The scheduler runs every morning at 2am and checks to see what transactions are due that day. It will then create a transaction based on the Scheduled Transaction details and automatically enter it into the Finance application. If you’ve left your phone powered off for a few days, then when the scheduler next runs it will also check for any overdue transactions and enter those too.

Schedule Settings

You can access the schedule settings screen from the home screen by pressing Settings and choosing Schedule. You can see an overview of schedule settings in the navigation section of the manual.

Settings-Schedule

  1. Manage schedules. These screens allow you to create, edit and delete Scheduled Transactions
  2. Upcoming transactions. This screen shows the next transaction date for each of the Scheduled Transactions.
  3. Suggest. This screen analyses your current transactions and shows you the most frequent ones. You can then create a Scheduled Transaction from these and it will be populated with the Account, Payee and Category details.

Manage Schedules

The opening screen in the Manage Schedules section shows the list of Scheduled Transactions that have already been defined.

Schedule-Manage

Scheduled Transactions in red are ones that are inactive or have expired. If a Scheduled Transaction has expired, then it can be deleted.

Long pressing a Scheduled Transaction will show a pop-up menu.

Schedule-Manage-PopUp

  1. Edit. This allows you to edit the selected Scheduled Transaction
  2. Delete. This will prompt you to delete the selected Scheduled Transaction. Press Yes on the prompt to delete it or No to cancel. Existing transactions will not be deleted when the Scheduled Transaction is deleted.
  3. Create. Press the Action Bar icon to create a new Scheduled Transaction.

Pressing a Scheduled Transaction will show the transaction details in full using the View Pager. Swipe left or right to scroll through the Scheduled Transactions.

Schedule-View

When viewing a Scheduled Transaction, press the overflow icon to see more options.

Schedule-View-Options

  1. Create. Press the Action bar icon to create a New Scheduled Transaction
  2. Edit. This allows you to edit the current Scheduled Transaction
  3. Delete. This will prompt you to delete the selected Scheduled Transaction. Press Yes on the prompt to delete it or No to cancel. Existing transactions will not be deleted when the Scheduled Transaction is deleted.

Create Scheduled Transaction

To create a Scheduled Transaction, press the Action Bar icon from the Manage Schedules screen, detailed above. This will open the screen below:

Schedule-Create

  1. Active Status. This allows you to selectively turn off or on the Scheduled Transaction. When the schedule is run, transactions will not be created for inactive (off) Scheduled Transaction
  2. Account. Press the account edit field to choose or enter an Account
  3. Payee. Press the payee edit field to choose or enter a Payee
  4. Category. Press the category edit field to choose or enter a Category
  5. Frequency. Enter the details for the frequency of this Scheduled Transaction.
  6. Date Range. Press the From edit field to select a start date. Press the To edit field to enter an end date
  7. Amount. Press the amount edit field to open the pop-up calculator.
  8. Debit. Indicates whether this is a credit or debit. Credits are paid into the Account whilst debits are removed from the Account. Press the checkbox to toggle between debit/credit. The description will be updated to reflect the current status.
  9. Memo. A free-format entry field for writing notes about the Scheduled Transaction. This memo will be copied to the transaction when it is created.
  10. Cancel. Press the cancel button to cancel the creation of a Scheduled Transaction
  11. Save. Press the save button to save the Scheduled Transaction

The schedule frequency can be Weekly, Monthly or Yearly. When one of these options is selected, the subsequent options change dynamically. These are shown in the image, below:

Schedule-Frequency

Weekly
Transactions that scheduled to occur weekly will be created every week on the specified day of the week.

  1. Select Weekly
  2. Enter the day of the week on which to create the scheduled transaction

Monthly
Transactions that scheduled to occur monthly will be created every month on the specified day of the month. Where the month has less days then the scheduled day, the transaction will be created on the last day of the month.

  1. Select Monthly
  2. Select the day of the month on which to create the scheduled transaction

Yearly
Transactions that scheduled to occur yearly will be created every year on the specified day and month. Where the month has less days then the scheduled day, the transaction will be created on the last day of the specified month.

  1. Select Yearly
  2. Select the day of the month on which to create the scheduled transaction
  3. Select the month on which to create the scheduled transaction

Notes

  • Scheduled Transactions do not require Categories and the category field can be left empty
  • Scheduled Transactions do not require an end date.
  • If the From date is before the current date, when the scheduler is run it will automatically create all the missing transactions
  • If you subsequently edit a transaction and change its From date, the scheduler will override this with the date of the latest transaction that was created from this schedule. If you are attempting to change the From date to a time prior to an existing transaction, you will should delete the current Scheduled Transaction and create a new one to avoid any problems with missed transactions.

Upcoming Transactions

Selecting the Upcoming Transactions icon from the Schedule Settings screen will show you a list of Scheduled Transactions, as shown below:

Upcoming-Transactions

There is a transaction entry for each active and non-expired Scheduled Transaction. The transaction has a due-date, shown in the image by the number 1.

Any transactions that are showing as Overdue will be created next time the scheduler is run. However, long-pressing a transaction will pop-up an options menu that will allow you to create the transaction now, as shown below:

Upcoming-Enter-Now

Suggest Transactions

Selecting the Suggest icon from the Schedule Settings screen will allow you to create Scheduled Transactions from the most common transactions in your accounts.

Schedule-Suggest

  1. Recurring transactions are shown in the list
  2. The numbers indicate how many occurrences of the transaction where found

Press the suggested transaction to create a Scheduled Transaction. The Scheduled Transaction creation screen will be shown, pre-populated with the Account, Payee and Category details, as shown below:

Schedule-Suggest-Entry

Tablet Support

The Manage Schedule screens are optimised for tablets. They show the Scheduled Transactions lists side-by-side with the view pager. Selecting a transaction in the list, or swiping in the view pager causes the corresponding view to be updated.

The Scheduled Transaction entry and edit screens are displayed in a dialog, as shown below:

Schedule-Manage-Tablet

Caveats

Below is a list of points users need to be aware of when using scheduled transactions:

  • The Scheduler runs every morning at 2am. It will create transactions for any overdue Scheduled Transactions
  • The Scheduler also runs when the phone is powered on from a fully-powered off state (i.e the phone is booted up, not just switched on from standby)
  • If you subsequently edit a transaction that was created by the Scheduler and change the date of the transaction to an earlier date, then the Scheduler may create this transaction again when it runs. Similarly, changing it to a future date may cause the Scheduler to not create the intermediate transactions.

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