Planned Payments simplify recurring transactions by automating or creating records on your confirmation. This eliminates the need to create new records for reoccurring expenses each time manually.
Planned Payments function like regular Records but with a key distinction, they repeat at fixed intervals. Once approved, these transactions appear as standard Records. You can track upcoming Planned Payments by adding a card on the home page, offering insights into confirmation dates and the total amount of plans.
How to Create Planned Payments
Android
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Select '≡' in the top left
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Select 'Planned Payments'
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Tap the blue '+' in the bottom right
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Fill in the options
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Tap Save in the top right
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Now you can select the planned payment and pre approve your records or wait until its done automatically.
iOS
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Tap the 'Planning' icon in the bottom left.
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Select Planned Payments
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Tap the blue '+' button in the top right
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Fill in the options
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Save
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Now you can select the created planned payment and pre approve your records or wait until its done automatically.
Web App
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Planned Payments Options
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Payment type: Choose between Expense and Income
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Payment name: Choose a title for your Planned Template
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Account: Choose a manual account
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Category: Assign a category to your template
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Confirmation: Select Manual or Automatic (the Payment will wait for your approval)
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Start Date: Select the date you want your Planned Payment to begin
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Repeat: If you want to have a recurrence period for a Planned Payment
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Payment type: Choose the method of payment (cash, credit card,etc)
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Payee: Select the person/company to whom the money will be paid
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Labels: Group together Income and Expense Records and filter them
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Note: Add a note to your template
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On due date: Use the Notification system to be notified on the due day
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3 Days before due date: Notification system to be notified three days before the due date
FAQ
Planned Payments keep duplicating
Using Wallet on multiple devices, especially those offline, may lead to duplicated records from Planned Payments. Offline devices lack awareness of records created on other devices, potentially generating duplicates. To prevent this, it's advisable to keep all devices online, minimizing the risk of record duplication.
Skipping Dates
Scheduling a Planned Payment for a day that doesn't exist in a given month (e.g., the 31st in a month with fewer than 31 days), the Planned Payment will be skipped. Currently, setting up a Planned Payment for "the last day of the month" is not supported, but it's in progress.
A ghost planned payment keeps appearing, or a deleted planned payment reappears (iOS only)
This issue can occur on iOS if you have multiple recurring dates set up for a single planned payment (e.g., the 1st and 28th of every month) but you only delete the transaction for one of those dates. The system will continue to generate the "ghost" payment for the other date, as it is still part of the recurrence rule. This issue does not affect Android users, as the Android app does not allow multiple notifications for a single planned payment.
To solve this, you need to edit the planned payment and adjust its recurrence rule:
- Open the planned payment you wish to edit.
- Tap Edit in the top-right corner.
- Tap on the Repeat section under "Date and repeat."
- Unselect the recurring date you no longer want (e.g., the 1st of the month) while leaving the desired date selected.
- Save your changes.
I can't change a mistakenly confirmed payment date for a planned payment
Once a planned payment has been mistakenly confirmed and linked to a regular transaction, it cannot be edited to link to a different one.
To fix this, you must delete the incorrectly confirmed transaction from your Records history. After you delete it, the original, correct payment will reappear in the list of available transactions for confirmation. You can then confirm the planned payment with the correct transaction.