A15 / Add Transaction

Set a smart reminder with a transaction

Choose a reminder subject, frequency, start date and time.

Find it: Dashboard reminders or an available reminder action > Add

Video walkthrough

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Page-reference preview

Worked examples use sample data, not your account. Reference screenshots show the current app controls in a Windows preview; their example amounts may differ from this lesson. Android system prompts vary by device.

Step 1

Unlock reminders separately

  1. Use the reminder unlock if needed
  2. Only a completed reward grants access
  3. Regular Premium is separate from AI Premium

Recurring reminders have their own access requirement. Use an available completed reward or regular Premium access when offered.

This is not cloud consent or AI quota, and an incomplete advertisement does not grant access.

Step 2

Enable and name the reminder

  1. Enable the reminder
  2. Use a recognizable subject
  3. Same-as choices can reuse details

Enable the reminder and give it a recognizable subject.

Use the same-as Note, Category or Sub-category choice when appropriate, then check the resulting subject instead of leaving it ambiguous.

Step 3

Choose frequency, start and time

  1. This sample uses Monthly
  2. Check the start date
  3. Choose the intended reminder time

Choose the required frequency, start date and time. This sample uses Monthly and nine in the morning.

Check these values before saving: a reminder alert does not pay a bill or automatically record that future payment.

Step 4

Save and check your reminder

  1. Save the reviewed configuration
  2. Check the active reminder details
  3. OS delivery requires permission

Save your reviewed transaction and reminder configuration, then check the reminder details in the app.

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Screenshot

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