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Update schedules.md (#529)

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several edits to improve readability
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bpaulien
2024-12-03 02:39:08 -05:00
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docs/schedules.md
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@@ -10,7 +10,7 @@ Schedules can be used to enter anticipated transactions early. Some of the avail
1. A single schedule can be created for a Cell phone plan that has multiple users and different payment cycles for each phone. If you have 3 cell phones that all get paid on different days of the month, each day can be defined in a single schedule for each phone.
4. Options to determine frequency of payments, such as every month, every 2 months, every 2 years, etc.
Once a schedule is started, Actual will search the transaction history for entries that match the schedule, select the matches, and the option to link those transactions to the schedule is given. You can click to the **Find missing transactions** button to have Actual look for matches.
Once a schedule is started, Actual will search the transaction history for entries that match the schedule. You can then select the matches, and will have the option to link those transactions to the current schedule. You can click on the **Find missing transactions** button to have Actual look for matches.
![Example of adding a schedule for a mortgage](/img/schedules/schedules-1.png)
@@ -27,7 +27,7 @@ For example: You have a schedule set up for your power bill for the 15th of ever
You can resolve this issue in one of two ways.
1. Skip the next schedule by selecting the upcoming scheduled transaction and choosing the "Skip Scheduled Date" from the menu options.
2. Accept the date doesn't match and leave it as is so the schedule doesn't prompt a second transaction.
2. Accept that the date doesn't match and leave it as is so the schedule doesn't prompt a second transaction.
## Schedule options that are not supported
@@ -61,12 +61,12 @@ You can apply this newly made rule to any other of the linked transactions. Sele
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,
To create a Schedule from an existing transaction:
1. Navigate to the Accounts page
2. select the tick box in the left hand column for the Transaction you wish to copy.
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"
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.