Schedulers

Even before trying to insert some bank transaction, a better approach would be to create first bank transaction schedulers (for recurring payments for e.g).

On the page of the bank account, click on the link Schedule in the menu tab links. You are redirected to the scheduler overview page. On this page, you could:

• see a summary of periodic debit/credit
• add/edit/delete scheduler

Fields

Some fields need more explanations:

Period

For the moment, there are two kinds of periods:

• weekly: clone bank transactions every week for a given date, depending on localization (i.e. first day of the week).
• monthly: clone bank transactions every month for a given date. Don’t worry, each month is properly respected : The 2015-01-29 will be 2015-02-28 for the next month.

Recurrence

You can specify how many time the scheduler will be repeat with the recurrence field. Leave it empty to be repeated indefinitely. If not infinite, when 0 is reached, the scheduler is automatically deleted.

Date

The date is used to be repeated for the next corresponding period. For example, if you have a rent every 10 of the month, you should write a date where day is 10, and month is the current month (not the next month), even if the current day is 26 for example.

Warning

Keep in mind that when the background task (cron) would try to clone a bank transaction, it will create it for the next date.

Start now

When you create a scheduler, you may be interesting in running it immediately. However be careful, it would create a new bank transaction for the next period based on the date/period given. Thus, if you want to create an automatic bank transaction for the current month, the date field must be set for the previous month.