Add a new Plan / Bill / Forecast
Adding new Recurring Transactions
Overview
To add a new Plan simply tap the +/- icon on the bottom right of the Chart screen or the top right of the main Ledger screen and select the desired Plan type.
Note about Plan Schedules: under Repeats Every, choose how often the transaction occurs: Once, Day, Week, Semi, Month or Year.Examples:
- A mortgage might repeat every 1 month;
- Bi-weekly payments repeat every 2 weeks;
- Semi-monthly uses the “Semi” option.
Need more help? Search this product's help articles, or send a ticket if you still need help.
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