Adding a Reminder

[WEB] Steps on how to add a recurring transaction through Add:

1. Referring to the top of the Buxfer web page, click on Add > +Reminder.
2. In the Add Reminder dialog box, input and configure the necessary details in the Add Recurring Transaction dialog box as you deem fit to your current situation
3. Click on Add Reminder afterward.

[WEB] How to reach the Add Reminder dialog box in other ways:

• At the top of the Buxfer web page, click on Reminders > Add and you should reach the Add Reminder dialog box.
• At the Transactions List in Forecast, you may click on Add Recurring Expense or Add Recurring Income to be directed to a dialog box with a similar function called Add Recurring Transaction.

[MOBILE] Steps on how to add a transaction through Add Reminder: 

1. Upon arriving at the Dashboard screen, click on the Menu button at the top-left and proceed with clicking Reminders afterward.
2. At the Reminders screen, click on Add Reminder located at the bottom.
3. Input the necessary details corresponding to your reminder/recurring expense/recurring income.
4. Click Add Reminder afterward.

Anatomy of a Reminder/Recurring Transaction:

• Description — context of what the transaction is.
• Start/Due date — when the transaction occurs/occurred.
• Repeats every — how often the transaction repeats in a given time period.
• Repeat until — the last date of occurrence. 
• Amount — the sum of the transaction.
• Transaction Type — click to read a more in-depth explanation of Transaction Types.
• Account — real-life financial account used in the transaction.
• Tags — short description of a transaction for categorization purposes.