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
- Select '≡' in the top left
- Select 'Planned Payments'
- Tap the blue '+' in the bottom right
- Select 'Transfer'
- Fill in the rest of the options
- Save it
IOS
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Web App
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