This guide is written with MoneyWiz for Mobile in mind. Need one for Desktop? Click here!
In order to edit Scheduled transactions, please first switch to Scheduled transactions section using the buttons on the far left side of the sidebar. Please note that it is not possible to edit a Scheduled transaction simply by editing the transaction it produces. Scheduled transactions are like templates that create a copy of themselves when the time is due. Once the copy is produced, the created transaction is not aware that it was created by a Scheduled transaction and therefore is completely separate from it.
Once you've switched to Scheduled transactions section, notice that your transactions are listed as a list in the "All" tab:
To edit one of the scheduled transactions, tap on it once so that the contextual menu can appear, from which choose Edit. You'll be presented with a transaction window, where you can edit the properties of this transaction.
There are few important things to note:
- changes you make here will apply to the next and all future occurrences of the transaction. If you want to make changes to just the next occurrence only, please click on the Scheduled transaction box and select Pay instead. Please note that the transaction will be executed after you save your changes so you might want to wait until the transaction is actually due before you do this,
- if you wish to edit the day of the month when the transaction is due, please only change the day of the month when editing the transaction - do not change the month or the year. Because MoneyWiz remembers the number of times the transaction was executed when calculating the next occurrence, it will apply the n number of execution times to the new start date, resulting your scheduled transaction getting scheduled to very far in the future.
- If this has already happened to you and you remember the start date as it was before, please change it back. But if you don't remember the old start date or you're not sure, please click on the Scheduled transaction box and select Duplicate. For the duplicate, set the Start date as the next occurrence of the transaction (because the number of times this duplicate was executed is 0, the start date will be the real start date). You should then delete the original Scheduled transaction by clicking on it and choosing Delete,
- the above warning does not concern changing the scheduled transaction time - it can be safely changed as needed.