Wallet Help

Planned Transfers

Planned Transfers are great for managing recurring payments, ensuring a easy and accurate process to minimize errors. Confirming the planned payment generates a new record, but it's crucial to note that matching a planned payment in the Wallet with a specific bank record is not supported.

Visit Planned Payments for a walkthrough on creating and utilizing Planned Payments.

Create Planned Payments Transfers

Android

  1. Select '≡' in the top left
  2. Select 'Planned Payments'
  3. Tap the blue '+' in the bottom right
  4. Select 'Transfer'
  5. Fill in the rest of the options
  6. Save it

IOS

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Web App

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