> For the complete documentation index, see [llms.txt](https://tribalfs.gitbook.io/accountant/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://tribalfs.gitbook.io/accountant/transactions/scheduled-and-recurring.md).

# Scheduled and recurring

Bills, salaries and other transactions that happen later or repeat.

**What you'll do:** schedule a monthly bill so Accountant reminds you, or posts it for you, when it's due.

## Schedule a transaction

1. Fill in the transaction as usual. See [Recording a transaction](/accountant/transactions/recording-a-transaction.md).
2. Tap the **Set schedule** button next to the date. It has the same icon as the **Scheduled** tab.
3. On **Schedule**, tap **Select date** and **Select time**. Scheduled dates start from tomorrow.
4. Under **Repeat**, choose **Don't repeat** or a row such as **Every 1 month**. Tap the number in the row to change the interval, for example **Every 2 weeks**. Then choose how it repeats:

   * **Weekly:** tap the days of the week.
   * **Monthly:** on the same date (*Repeat on the 6th*), on the same weekday (*Repeat on the 1st Friday*), or **Select dates to repeat**.
   * **Yearly:** on the same date, on the same weekday of that month (*Repeat on the 1st Friday of Nov*), or **Select months to repeat on the 6th day**.

   These choices follow the date you picked in step 3.
5. If it repeats, set its **Duration**: **Forever**, **Specific number of times** (for example *12 times total*), or **Until** a date.
6. Under **When the transaction is due**, choose what happens:
   * **Notify me when due**: you get a notification.
   * **Post when due**: *"Adds to posted transactions on the scheduled date. Note: This does not send a payment."* With this off, the transaction is saved as a draft when it's due, for you to check and post.
7. Go back and tap **Save**.

<figure><img src="https://1159945679-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8bd5VZpQZgURnFb41Grh%2Fuploads%2Fgit-blob-6bc2c9b18e039e6ce780d1d790408ead1b1c29ff%2Fschedule.png?alt=media" alt="Schedule screen" width="300"><figcaption><p>The Schedule screen</p></figcaption></figure>

The top of the editor then sums up the schedule in three lines, for example:

> **Every month on the 6th**\
> Next: Sun, 6 Dec 2026 · No end date\
> Posts automatically · Notifies you

The second line says *(overdue)* if a due date has passed, and the third says *Saved as a draft when due* when **Post when due** is off. Tap **×** next to the summary to remove the schedule.

{% hint style="info" %}
**Post when due** only records the transaction in Accountant. It doesn't send a payment from your bank.
{% endhint %}

### Two currencies

When a scheduled payment, receipt, card purchase or income due uses an account in another currency, a **Fixed at each posting** row appears under the exchange rate. It says which amount stays the same each time, for example *"$10.00 · Paypal Wallet USD"*, while the other follows that day's rate. Tap it to fix the other side instead. See [Multi-currency](/accountant/transactions/multi-currency.md).

## Find your scheduled transactions

* **Transactions › Scheduled** lists everything coming up.
* The **Upcoming transactions** widget on Home shows the next few, and marks those **Due today** or **Overdue**. See [Home dashboard](/accountant/reports-and-home/home-dashboard.md).

In the **Scheduled** list, touch and hold to select. You can then use:

* **Copy**, **Change date**, **Change person or business** and **Change memo**. **Change date** moves the reminder too.
* **Delete**: with Trash on, the schedules move to Trash, with **Undo**.
* **Post now** (one schedule): adds the next one to your transactions now, even if the schedule is set to wait as a draft. *"Adds it to your transactions, dated today."* If it was already due, it keeps its due date.
* **Skip next** (one repeating schedule): moves the schedule past its next date without adding anything. *"Skip 6 Dec 2026? Nothing is added."* Skipping the last one ends the schedule. A one-time schedule can't be skipped; delete it instead.

## Timing

Reminders and automatic posting arrive within about 10 minutes of the scheduled time while your phone is awake. If the phone is idle, Android may hold the alert until the screen turns on. The transaction still keeps its scheduled date, so your books aren't affected.

After a restart, an app update or a time-zone change, Accountant sets its alarms again by itself. Anything that was due in the meantime is posted.

If no exchange rate can be found for the day, a transaction between two currencies is saved as a draft instead (*"Saved as a draft. No exchange rate for that day."*).

## Notifications

Allow notifications so you don't miss reminders. If you skipped this during setup, turn on notifications for Accountant in Android settings. The app also tells you if the **Scheduled transaction reminders** channel is off.

For a nudge on days you haven't recorded anything, or a summary of last month, see **Daily reminder** and **Monthly summary** in [Settings](/accountant/your-data/app-lock-and-settings.md).