# Accounts

## Scheduled transactions

Homebank scheduled transaction are managed from the archive dialog.
Archives is a grouping of bookmark and scheduled transactions. You can read further about the archives here.

### How to use ?

This is very simple, open the archive dialog and then:

- select an existing archive (or create a new one)
- check the 'Activate' check-box in the 'Automated' frame
- adjust the needed parameters
  - frequency: every x day, week, month, year
  - next occurrence date
  - optional limitation to x occurrence
- that's all

### Overview of active scheduled transaction

The main window display a list of 'Upcoming automated transactions'.
This list displays every scheduled (automated) transaction and their state, especially:

- next occurrence date
- remaining days

This remaining day count is negative if the transaction insertion is overdue.

### When scheduled transactions are inserted ?

- when you open an HomeBank file
- when you select the 'Check automated' menu from the main window

### Step by step example

You need to schedule a transaction every month:

- open the archive dialog
- select an existing archive (or create a new one)
- check the 'Activate' check-box in the 'Automated' frame
- set Every to 1
- set Unit to Month
- set the date of the first insert