HomeBank User manual

# Scheduled/Template transactions dialog

The Scheduled/Template transactions dialog is used to add, edit and manage the scheduled / template of the current wallet.

## Dialog call

- main window menu: Manage / Scheduled/Template...
- main window tool bar.

## Using Scheduled/Template transactions dialog

### Scheduled/Template switcher

Toggle the list to show only Scheduled or Template

### Scheduled/Template list

display the list of Scheduled/Template transactions in the wallet.
scheduled transaction are marked with a calendar icon: .

### Scheduled insertion

Activate | set this template to be scheduled
Next date | specify the date of the next insertion, when you first edit you should set it manually, then it is updated automatically. You can of course adjust it later if needed.

Every

set the insertion interval to every xx:

- Day
- Week
- Month
- Year

Week-end

define how to manage the post date when it occurs on a weekend:

- Possible : don't care
- Before : move to first day before
- After : move to first day after

Stop after xx posts | limit the insertion to a finished count

### Buttons

Add | add a new empty template.
Delete | delete the active template.
Edit | edit the active template.
Schedule | display the scheduling option popover of the active template.