Scheduled transactions allow you to change the transaction Start Date even after your Scheduled transaction has been executed one or more times. This makes it easy to introduce some changes - for example if you are now being paid not on the first day of the month but the last.
In this particular case, you want to open up the Scheduled transaction for editing but change the day only - do not update the month and the year!
The way that Scheduled transactions work in MoneyWiz at the moment is that we do not store the dates that they were executed on but the number of times they were executed. So a transaction that was set up to occur on 1 January 2018 and repeat every month, would now be executed 10 times:
1 January 2018 + executed 10 times = 1 November 2018
If you look at the transaction thumbnail in Scheduled transactions section, it will show 1 November 2018, as this is the next time it will be due.
If you go to edit the transaction, it will display 1 January 2018 as that was the original date of the Scheduled transaction.
What's important to remember that if you go to edit the Scheduled transaction and change the date there from 1 January 2018 to, for example, 5 November 2018, MoneyWiz will still remember that this transaction was executed 10 times so far:
5 November 2018 + executed 10 times = 5 September 2019
Again, if you look at the transaction thumbnail in Scheduled transactions section, it will show 5 September 2019, as this is the next time it will be due.
The general rule of thumb is:
- When you look at the transaction thumbnail in the Scheduled section, you will always see the next date when transaction is due.
- When you look at the date when editing a Scheduled transaction, it will always see the first date of Scheduled transaction.
- If you want to change the day of the month of the Scheduled transaction, do not change the month or the year. Just change the day of the month and leave the month and year as it was.
If you've introduced a change and it does not make sense anymore, just duplicate the Scheduled transaction and set the Start Date as you want it to be.