# Scheduled Transactions

> You can plan for future and repeating transactions right in the account register, and see what expenses are coming up. We call these Scheduled Transactions. 

Source: https://support.ynab.com/en_us/scheduled-transactions-a-guide-BygrAIFA9

Last updated: 2026-07-10T14:19:48.472Z

Plan for future and repeating transactions right in the account register with scheduled transactions. Add or edit scheduled transactions to make upcoming expenses visible, and review these transactions while creating your plan. Learn how to hide or delete scheduled transactions.

#### In This Article

[How to Add a Scheduled Transaction](#add)

[Repeating Transactions](#options)

[Upcoming Transactions in Your Categories](#upcoming)

[How to Hide Scheduled Transactions](#hide)

[Editing or Deleting Scheduled Transactions](#editing)

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## How to Add a Scheduled Transaction

When you know a transaction is coming down the road (especially a **repeating** transaction), add it to your account register now to stay organized. If you're using [linked accounts](https://support.ynab.com/en_us/linked-accounts-B1991f2Cc) via Direct Import or [File-Based Importing](https://support.ynab.com/en_us/file-based-import-a-guide-Bkj4Sszyo), YNAB will automatically [match and approve transactions](https://support.ynab.com/en_us/approving-and-matching-transactions-a-guide-ByYNZaQ1i#matching) when they import.

### iOS

1.  Tap the _Home_ tab. 
    
2.  Tap the _Transaction_ button at the bottom of the screen. 
    
3.  Choose the payee, amount, category, account, and date of the next occurrence. If needed, you can create a **new** payee or category from the transaction entry window as well. 
    
4.  If you’d like the transaction to repeat, tap _Repeat Never_, selecting the frequency of this transaction. 
    
5.  Your transaction will now appear in the collapsible _Scheduled_ section at the top of your register and the Spending tab. It will not yet affect your plan. 
    
6.  When the date of the next occurrence comes, the transaction will appear in bold in your register. If the same transaction imports from your bank, it will be automatically matched and approved. If not, you'll need to approve it manually to confirm it happened as planned.
    

#### Cleared or Uncleared?

When Scheduled Transactions are entered in your account, they will automatically be marked as uncleared. **When the transaction clears your bank, be sure to mark it as such in YNAB.** 

Cash accounts are the exception—Scheduled Transactions entered in cash accounts will automatically be marked as cleared. You can read more about that in our article on [handling cash in YNAB](https://support.ynab.com/en_us/handling-cash-in-ynab-a-guide-BJVYYkXR9)!

### Android

1.  Tap the _Home_ tab.
    
2.  Tap the +_Transaction_ button at the bottom of the screen. 
    
3.  Choose the payee, amount, category, account, and date of the next occurrence. If needed, you can create a **new** payee or category from the transaction entry window as well. 
    
4.  If you’d like the transaction to repeat, tap _Repeat Never_ and select the frequency of this transaction from the pop-up window choices. 
    
5.  Your transaction will now appear in the collapsible _Scheduled_ section at the top of your register. It will not yet affect your plan. 
    
6.  When the date of the next occurrence comes, the transaction will appear in bold in your register. If the same transaction imports from your bank, it will be automatically matched and approved. If not, you'll need to approve it manually to confirm it happened as planned.
    

#### Cleared or Uncleared?

When Scheduled Transactions are entered in your account, they will automatically be marked as uncleared. **When the transaction clears your bank, be sure to mark it as such in YNAB.** 

Cash accounts are the exception—Scheduled Transactions entered in cash accounts will automatically be marked as cleared. You can read more about that in our article on [handling cash in YNAB](https://support.ynab.com/en_us/handling-cash-in-ynab-a-guide-BJVYYkXR9)!

### Web

1.  From the **web app**, click on an account in the left sidebar.
    
2.  Click the _Add Transaction_ button.
    
3.  Enter the date of the next transaction occurrence. If you want it to repeat, select the frequency of the transaction by using the drop-down menu below the calendar.
    
4.  Your transaction will now appear in the collapsible _Scheduled Transactions_ section at the top of your register. It will not yet affect your plan.
    
5.  When the date of the next occurrence comes, the transaction will appear in bold in your register. If the same transaction imports from your bank, it will be automatically matched and approved. If not, you'll need to approve it manually to confirm it happened as planned.
    

#### Cleared or Uncleared?

Scheduled Transactions entered in cash accounts will automatically be marked as cleared. You can read more about that in our article on [handling cash in YNAB](https://support.ynab.com/en_us/handling-cash-in-ynab-a-guide-BJVYYkXR9)!

[Back to Top](#backtotop)

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## Repeating Transactions

You have a number of options available when scheduling repeating transactions.

*   **Daily** Repeats every day.
    
*   **Weekly** Repeats each week on the same day. For example, your transaction will repeat every Monday.
    
*   **Every other week** Repeats every other week on the same day. For example, your transaction will repeat every other Monday.
    
*   **Twice a month** Repeats twice a month. You choose a day of the month (for example, the 5th). The second transaction of the month will always occur 15 days later, regardless of the month's end (for example, on the 20th). 
    
*   **Every four weeks** Repeats every four weeks on the same day. For example, your transaction will repeat every four Mondays.
    
*   **Monthly** Repeats every month. For example, your transaction will repeat every month on the 17th.
    
*   **Every other month** Repeats every other month. For example, your transaction will repeat every other month on the 17th.
    
*   **Every three months** Repeats every three months. For example, your transaction will repeat every three months on the 17th. 
    
*   **Every four months** Repeats every four months. For example, your transaction will repeat every four months on the 17th.
    
*   **Twice a year** Repeats every six months. For example, your transaction will repeat every six months on the 17th.
    
*   **Yearly** Repeats every year. For example, your transaction will repeat once a year, every January 1st.
    
*   **Every other year** Repeats every other year. For example, your transaction will repeat once every other year on January 1st.
    

#### Longer and Shorter Months

When you schedule a transaction for the 31st of the month, it will repeat on the last day of shorter months. This only works if you create the schedule during a month with 31 days.

[Back to Top](#backtotop)

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## Upcoming Transactions in Your Categories

When you’re reviewing your plan, you can review your upcoming Scheduled Transactions—and how much you’ll have left after they happen.

### How to View Upcoming Scheduled Transactions

### iOS

1.  Tap the _Plan_ tab.
    
2.  Tap the category.
    
3.  Tap the _Details_ button.
    
4.  If you have one or more transactions scheduled for the current month, review the **Info** section. This shows you the amount of the upcoming transaction(s) and the amount that will remain available in your category after they happen.
    

#### Noticing a Yellow Category Alert?

If you haven't assigned enough for an upcoming transaction, you’ll notice a yellow alert in the plan (because [yellow means underfunded](https://support.ynab.com/en_us/colors-and-icons-in-your-plan-HJQv_XHko)). At the beginning of the month, you can use the _Underfunded_ option under [Auto-Assign](https://support.ynab.com/en_us/auto-assign-a-guide-r1gBNbBJo) to make sure you set aside enough for all your upcoming Scheduled Transactions.

### Android

1.  Tap the _Plan_ tab.
    
2.  Tap the category.
    
3.  Tap the _Details_ button.
    
4.  If you have one or more transactions scheduled for the current month, review the **Info** section. This shows you the amount of the upcoming transaction(s) and the amount that will remain available in your category after they happen.
    

#### Noticing a Yellow Category Alert?

If you haven't assigned enough for an upcoming transaction, you’ll notice a yellow alert in the plan (because [yellow means underfunded](https://support.ynab.com/en_us/colors-and-icons-in-your-plan-HJQv_XHko)). At the beginning of the month, you can use the _Underfunded_ option under [Auto-Assign](https://support.ynab.com/en_us/auto-assign-a-guide-r1gBNbBJo) to make sure you set aside enough for all your upcoming Scheduled Transactions.

### Web

1.  From the **web app**, click on _Plan_ in the left sidebar (located immediately below the name of your plan).
    
2.  Select the category.
    
3.  Review the Inspector (or the right sidebar) under the **Available Balance** header.
    
4.  Click on the _Upcoming Transaction_ link.
    
5.  Click on any upcoming transaction to go directly to the account register where you can edit it, if necessary.
    

![After selecting a category, 1 upcoming transaction is shown on the right side under Available Balance](https://cdn.bfldr.com/NIEXAZS5/at/gxm5wpqzkr9grwxf4h399m9/Upcoming-Transaction-Web-Help-Article.png?auto=webp&format=png)

#### Noticing a Yellow Category Alert?

If the Available amount is insufficient for an upcoming transaction, you'll notice a yellow alert in the category inspector (because [yellow means underfunded](https://support.ynab.com/en_us/colors-and-icons-in-your-plan-HJQv_XHko)). At the beginning of the month, you can use the _Underfunded_ option under [Auto-Assign](https://support.ynab.com/en_us/auto-assign-a-guide-r1gBNbBJo) to make sure you set aside enough for all your upcoming Scheduled Transactions.

[Back to Top](#backtotop)

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## How to Hide Scheduled Transactions

### iOS

If you have lots of Scheduled Transactions, you may want to hide them sometimes. Here's how to filter them out of your register views.

1.  In the **iOS mobile app**, whether you're in the _Spending_ tab view or a specific account register, you can tap anywhere on the **Scheduled** header to hide that section—this filters any upcoming Scheduled Transactions out of the view.
    
2.  You'll notice that the line for Scheduled Transactions is still at the top of your register, but the list is collapsed. You can tap again to expand or unhide the list to make the upcoming Scheduled Transactions available once again.
    

### Android

If you have lots of Scheduled Transactions, you may want to hide them sometimes. Here's how to filter them out of your register views.

1.  In the **Android mobile app**, whether you're in the _Spending_ tab view or a specific account register, you can tap anywhere on the **Scheduled** header to hide that section—this filters any upcoming Scheduled Transactions out of the view.
    
2.  You'll notice that the line for Scheduled Transactions is still at the top of your register, but the list is collapsed. You can tap again to expand or unhide the list to make the upcoming Scheduled Transactions available once again.
    

### Web

If you have lots of Scheduled Transactions, you may want to hide them sometimes. Here's how to filter them out of your register views.

1.  In the **web app**, whether you're in the _All Accounts_ tab view or a specific account register, you can click anywhere on the **Scheduled Transactions** header to hide that section. This filters any upcoming Scheduled Transactions out of the view. 
    
2.  You'll notice that the line for Scheduled Transactions is still at the top of your register, but the list is collapsed. You can click again to expand or unhide that collapsed list to make the upcoming Scheduled Transactions accessible once again.
    

[Back to Top](#backtotop)

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## Editing or Deleting Scheduled Transactions

**For specific process steps on adjusting and customizing, check out our article on** [**how to edit and delete Scheduled Transactions**](https://support.ynab.com/en_us/editing-and-deleting-scheduled-transactions-a-guide-Skru9yNJo). Things change, and your Scheduled Transactions can, too! Did you end up paying your bill early in a different month? No problem! Need to change an amount, date, or delete an occurrence altogether? You can review, edit, delete, or enter a scheduled transaction into the register **now** (to handle those early pay scenarios!). You also have the option to change just the current transaction or **all** future occurrences. 

[Back to Top](#backtotop)

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