Scheduled transactions and bills

A scheduled transaction repeats on a pattern you choose — weekly, monthly, on a day of the month, or any interval. FinvestLens tells you when one is due and enters it when you confirm.

• Up Next on the dashboard shows what is due and what is overdue.
• Set a schedule to be created a few days early if you like to see it coming.
• A schedule can use a formula — you are asked for the varying amount each time it falls due.

Loans

The Loan Calculator builds a repayment schedule and can create the scheduled payment for you, split into interest and principal.

Bills

A rule can mark a payment as settling a particular bill, so the reminder clears exactly rather than by guessing at the name.