Find schedules in your history

Let Pentos propose scheduled transactions from the recurring payments already in your register.

You have already told Pentos what repeats, by recording it every month. Find Schedules reads your register, spots the regular payments, and offers to turn them into schedules.

It is the fastest way to set up schedules after an import of several months of history.

Before you begin

  • Some history to look at. A few months of transactions gives it enough to recognise a pattern.

Steps

To find schedules in your history, follow these steps:

  1. Open the Settings tab and tap Scheduled Transactions.
  2. Tap Find Schedules.
  3. Review each suggestion, with the payee, amount, and the recurrence it detected.
  4. Accept the ones that are right.

Each accepted suggestion becomes an ordinary schedule you can edit afterwards.

Check before you accept

Two things are worth a glance on every suggestion:

  • The recurrence. A bill you paid late twice may be read as landing later in the month than it does.
  • Post automatically. Anything whose amount varies is better left manual, so you see it before it posts.

Both are editable after accepting. Refer to Schedule a transaction.

Next steps