> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kualia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Planned Transactions

> Schedule one-time and recurring transactions before they happen

## 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.

## 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.

## Automatic vs Manual Entry

| Entry Mode              | What Happens on the Due Date                                                                       |
| ----------------------- | -------------------------------------------------------------------------------------------------- |
| **Enter automatically** | Kualia adds the transaction to your transaction list. A recurring plan moves to its next due date. |
| **Enter manually**      | The plan stays due or overdue until you enter it, link an existing transaction, or skip it.        |

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.

## One-Time vs Recurring

| Schedule      | How It Works                                                         |
| ------------- | -------------------------------------------------------------------- |
| **One-time**  | Happens once on the selected date, then the plan is completed.       |
| **Recurring** | Repeats on the schedule you choose and shows the next upcoming date. |

## 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.