Where can I see recurring or scheduled transactions for my account?

Modified on Wed, 10 Jul at 1:58 PM

You can view recurring or scheduled transactions for your account in TimelyBills by following these steps: 


  • Navigate to the dashboard and click on "Accounts".



  • Select the account for which you want to view scheduled transactions.



  • Go to its detail screen and find the "Scheduled" tab.


         


Scheduled Tab: 


  • The "Scheduled" tab in TimelyBills is a dedicated section within the app where users can manage recurring transactions. It allows users to set up, view, edit, and delete transactions that occur regularly at predefined intervals.

  • Users can see a list of all transactions scheduled to occur automatically, including both outgoing payments (expenses) and incoming deposits (income).

  • Users can edit existing scheduled transactions to update details such as transaction amounts, start and end dates, frequencies (e.g., weekly, monthly), and any associated notes.

  • Users can also set up new scheduled transactions for recurring expenses or income, which is useful for bills, income, expenses, and transfers.

  • Additionally, users can remove or temporarily suspend scheduled transactions that are no longer needed or require adjustment. 


 

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