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Move to schedules page
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alex Foreman committed Feb 21, 2024
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14 changes: 14 additions & 0 deletions docs/budgeting/schedules.md
Original file line number Diff line number Diff line change
Expand Up @@ -61,3 +61,17 @@ You can apply this newly made rule to any other of the linked transactions. Sele
![](/img/schedules/schedules-8.png)

Save the rule and any time this scheduled transaction gets entered into the register it can be automatically categorized with a helpful note.

### Creating Schedules From Transactions
To create a Schedule from an existing transactions,
1. Navigate to the Accounts page
2. select the tick box in the left hand column for the Transaction you wish to copy.
3. Once selected, go to the drop-down menu on the top right of the page
4. Click Link Selection
5. In the Pop up that appears Click "Create New"
6. All fields will populate from the transaction,
7. Adjust any additional fields and click Add.

![](/img/bulk-edit/link-schedule.png)

![](/img/bulk-edit/create-new-schedule.png)
14 changes: 1 addition & 13 deletions docs/transactions/bulk-editing.md
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Expand Up @@ -52,18 +52,6 @@ To duplicate transactions (one or more), simply navigate to the Accounts page as

![](/img/bulk-edit/duplicate-transactions.png)

### Creating Schedules From Transactions
To create a Schedule from an existing transactions,
1. Navigate to the Accounts page as described above
2. select the tick box in the left hand column for the Transaction you wish to copy.
3. Once selected, go to the drop-down menu on the top right of the page
4. Click Link Selection
5. In the Pop up that appears Click "Create New"
6. All fields will populate from the transaction,
7. Adjust any additional fields and click Add.

![](/img/bulk-edit/link-schedule.png)

![](/img/bulk-edit/create-new-schedule.png)



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