Skip to main content
Version: 2.4.1

Upcoming Transactions

The Upcoming tab — toggled against Key Metrics at the top of the Snapshot sidebar — lets you define transactions that repeat automatically or fire once in the future, and process the ones that have come due, without leaving the sidebar.

How It Works​

Each schedule is stored as an event "Recurring" directive in your events.beancount file — plain text, just like everything else in your ledger. Nothing is ever added to your ledger automatically: a schedule only produces a real transaction when you explicitly confirm it via the process-dues flow below.

Adding a Schedule​

Click the ＋ button in the Upcoming tab to open the Add Scheduled Transaction modal:

  • Frequency — One-time, Weekly, Monthly, Quarterly, or Yearly.
  • Start Date — the first (or only, for One-time) occurrence.
  • Payee / Narration — optional, same as a regular transaction.
  • Postings — add as many as you need. Leave one posting's amount blank to have Beancount auto-balance it, exactly like a manually-entered transaction.

Each row in the list shows the schedule's name, amount, frequency, and next due date, with an orange indicator when something is due.

Processing Due Occurrences​

Click Process dues to check for due occurrences. If a schedule has fallen behind by more than one cycle, every missed occurrence is surfaced at once — not just the next one — grouped under that schedule in a confirmation dialog. For each occurrence you choose one of:

  • ✅ Insert — materialize it into the ledger and advance to the next occurrence.
  • ⏭ Skip — dismiss this occurrence without adding it, and still advance past it.
  • ⏸ Hold — do nothing; it stays due and you'll be asked again next time you process dues.

Note: nextDate advances as a single cursor, so a Hold on an earlier occurrence blocks later occurrences of the same schedule from being resolved in that batch — they're simply re-offered next time instead of being processed out of order.

Every transaction created this way is tagged with scheduled: "<name>" metadata, linking it back to the schedule that produced it. This also gives the plugin a way to detect and skip an accidental duplicate insert (e.g. if the confirmation dialog is submitted twice).

Editing & Deleting​

Hover a schedule row to reveal ✏️ (edit) and ❌ (delete) icons. Editing reopens the same form pre-filled with the schedule's current details; deleting removes the event directive from events.beancount after a confirmation prompt.

💡 Usage Tips​

  • Bill tracking — Set up recurring rent, subscriptions, and insurance payments once, then just click Process dues whenever you're catching up on bookkeeping.
  • One-time reminders — A One-time schedule works well for a single future transaction you don't want to forget (e.g. a large purchase or a tax payment), without cluttering your ledger with a future-dated entry ahead of time.
  • If a schedule has fallen behind by several cycles, resolve the oldest occurrences first — remember a Hold on an earlier one blocks later ones in the same batch.