HomeBank User manual

# Using the Scheduled transaction feature

The scheduled transaction feature allows you to manage the insertion of transactions automatically before or at their due date.

### Step 1: Create scheduled transactions

Open the Scheduled/Template dialog from either the mainwindow menu or the toolbar.

Select an existing transaction, or create a new one

- check the 'Activate' check-box in the 'Scheduled insertion' area, at the bottom
- adjust the insertion parameters:
  - frequency: every x day, week, month, year
  - next occurrence date
  - optional limitation to X occurrence

### Step 2: Control the list of scheduled transactions

Into the main window, you can see the next occurrence of each scheduled transactions status from their last insertion. This list gives you an overview of what is pending with the next occurrence date and the remaining days.

The remaining day count is negative if the transaction insertion is overdue.

### Step 3: Configure the insertion rules and options

With the default preferences, the transactions will be automatically inserted at their due date every time you open your HomeBank file.

You can change this behavior from the file properties dialog with 2 options:

- Add until xx of each month (excluded)
- Add x days in advance the current date

To insert transaction to their due date again, insert 0 days in advance the current date. You can also reach this configuration dialog from the mainwindow menu Transaction/Set scheduler...

The insertion at start can be changed from the preferences dialog

At last, you are able to trigger the insertion from the mainwindow menu Transaction/Process scheduled...