What does Process Manually do?

NOTE: Since v1.12.10 this feature is now known as Auto-Clear transactions, while it works the same as described bellow, for practical reasons the order has ben reversed (i.e. disable auto-clear vs. enable manual processing) ... you can Tap here for quick Article on the updated Auto-clear transactions

Automatic Processing:

• Default Setting: By default, forecasted transactions are automatically processed on their respective due dates.
• How It Works: On the due date, each transaction is archived, and the amount is added to or subtracted from the selected account balance without any action required.
• Why Automatic?: This feature is designed for regular and predictable transactions, providing an efficient way to manage your cash flow with minimal intervention.

• When to Use It: For transactions that may require review or aren’t part of your regular financial routine, you can opt for manual processing.
• How It Works: When you mark a plan or transaction for manual processing, each transaction will not be automatically updated on the due date. Instead, you will need to manually process it from the list of forecasted transitions using the Process Now feature with a past date. Optionally, you can also disable Manual Processing on a given transaction to re-enable automatic processing for a new date. 
• Use Case: This feature is useful when dealing with transactions that may fluctuate or need approval before being posted.

• Automatic vs. Manual: By default, transactions are set to automatic processing. However, you can choose manual processing for specific plans or individual transactions based on your preferences or needs.

By providing both options, CashFlow+ ensures flexibility while helping you maintain control over your finances.