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Overview

Planned transactions help you prepare for money that will move in the future, such as bills, paychecks, transfers, and one-time purchases. They appear on the Planned page and above your transaction list until they are entered or skipped.

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How It Works

Create a transaction as usual, then choose its due date and how often it repeats.
  • Choose a future date with no repeat to schedule it once.
  • Choose a repeat option to make it recurring, such as weekly, monthly, or yearly.
  • Choose whether Kualia should enter it automatically or leave it for you to enter manually.
Each plan includes the account, payee, category, amount, status, and optional notes or reminder.

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Automatic vs Manual Entry

Automatic entry works well for accounts you manage manually. Manual entry can help prevent duplicates when a connected bank will import the real transaction. You can also use Enter now before the due date. The transaction is added with today’s date, and a recurring plan moves to its next occurrence.

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One-Time vs Recurring

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Examples

  • Monthly rent - repeat monthly and enter automatically on the first of each month.
  • Electric bill - repeat monthly and enter manually after the final amount is known or imported from your bank.
  • Car registration - schedule it once for the renewal date and add a reminder one week before.
  • Paycheck - repeat every other week so upcoming income is visible ahead of time.
You can edit, pause, skip, or delete a planned transaction at any time. Transactions that were already entered stay in your transaction history.