Introduction
1. How to edit/delete scheduled payments on Web
2. How to edit/delete scheduled payments on Mobile
Topic Area
Scheduled Payments
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
How to edit/delete scheduled payments on Web
1. Navigate to the Transaction tab followed by 'See all ->'. This is located below the transactions filters.
2. You will now see a list of your scheduled transactions either under the 'This cycle' or 'All payments' tab.
3. Locate the scheduled payment for editing or deleting and click on it.
4. Select the pen tool located beside the frequency of the scheduled payment under 'Settings'
5. Update the frequency accordingly or for deletion, select the 'bin' icon located on the top right hand corner and follow the prompts.
How to edit/delete scheduled payments on Mobile
1. Navigate onto the 'Home' tab and swipe up for your transaction list. Tap into your scheduled payments
2. You will now see a list of your scheduled transactions either under the 'Schedule' or 'List'' tab.
3. Locate the scheduled payment for editing or deleting and tap on it.
4. Select the pen tool located to edit
5. Update the frequency accordingly and select 'Update scheduled payment'
6. For deletion, select the delete option at the top right hand corner