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The new schedule dialog


New Schedule

A new dialog window is now shown prompting for the schedule and transaction data. The schedule data includes the following fields:

  1. Schedule Name

  2. Next due date

  3. Frequency

  4. Estimated amount

  5. Schedule options

Filling in the fields

Enter the schedule name and the next occurrence of this schedule into their respective fields. Select the frequency from the Frequency drop down list. If the amount varies transaction to transaction make sure to check the Estimate check box and you will be prompted for the correct amount when it is entered into the ledger. Fill in all the transaction fields as you would normally with the ledger view.

Modifying the schedule behavior

At the bottom of the dialog are some optional fields that can modify how the schedule behaves. If the schedule occurs on a weekend you can choose whether to enter the transaction the previous Friday or the next Monday. Typically this option is used to replicate some real world operation such as a bank transaction.

Letting KMyMoney enter the transaction into the register

To let KMyMoney enter the transaction for you when needed make sure that the check box labeled Enter this into the ledger automatically is checked otherwise when the transaction is due to be entered, KMyMoney will open a dialog box asking you to confirm that you want it to be entered. This behavior is configurable and more information can be found in the Settings section.

Letting KMyMoney know when the schedule will finish

If you know how many transactions are left or when they are due to finish this information can be entered so the transactions are not entered indefinitely. Check the appropriate tick box and enter the information you have. Only the date or the number of transactions remaining is needed because the other can be calculated.

Enter the required information and click on OK to continue.