Enter the name of the schedule and the date of the next occurrence into their respective fields. The name is how the schedule will be labelled in the Schedules View and other displays. Specify how often the schedule should occur, using the Frequency field and dropdown list. If the dropdown is set to “Once”, the Frequency field will be disabled. Otherwise, the dropdown indicates a time interval, and the transaction will happen every Frequency occurrences of that interval. Note that some intervals can be indicated in more than one way, such as 6 x "weekly" or 3 x "every other week" or 2 x "every three weeks." You cannot indicate fractions of an interval, such as twice per month; you need to use a shorter interval, such as 1 x "every half month."

If the amount varies transaction to transaction make sure to check the The amount is an estimate because it varies for each payment checkbox in the Options area below, and you will be prompted for the correct amount when it is entered into the ledger. The amount is entered as a positive number in either the Payment or Deposit field. The other required fields in this area are the Account and the Category. The Status dropdown indicates the state of the transaction when KMyMoney enters it into the ledger. The remaining fields in this section are optional.

The If this schedule occurs on a non-processing date: dropdown allows you to choose how to handle non-processing days. Non-processing days include weekends and holidays known to KMyMoney for the region specified in the appropriate configuration option. If the schedule occurs on a non-processing day you can choose whether to Do not change the date, Change the date to the previous processing day, or Change the date to the next processing day. This option is available to replicate some of the real world business operational processing.

The The amount is an estimate because is varies for each payment checkbox allows you to select whether KMyMoney automatically enters that amount into the ledger or prompts you for the actual amount when the schedule is due.

The Do not change amount of category but modify exchange rate of transaction checkbox can be used when the schedule involves an account and a category with different currencies. If it is not selected, the amount specified is used when the transaction is entered into the ledger. Checking the box tells KMyMoney that the amount is specified in the currency of the category. You will still need to confirm the other value or the conversion rate when the transaction is entered into the ledger.

The Process this schedule always at the last day of the month checkbox allows for scheduling for irregular month-end date processing.

The Enter this schedule into the register automatically when it is due checkbox tells KMyMoney to enter the transaction into the ledger on the correct date without human intervention. Otherwise, when the transaction is due to be entered, KMyMoney will open a dialog box asking you to confirm that you want it to be entered. This behavior is configurable, and more information can be found in the Settings section.

If you know the schedule will not continue indefinitely, check the This schedule will end at some time and you can enter either the Number of transactions remaining: or the Date of final transaction.

When you have entered all the necessary information click OK to continue.