> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://developer.fortresstech.io/api-reference/scheduled-transactions/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://developer.fortresstech.io/_mcp/server.

# Scheduled Transactions Overview

> Overview of the Scheduled Transactions API endpoints and functionality

The Scheduled Transactions API provides endpoints for managing recurring and future financial transactions within the property management system.

## Key Concepts

### Transaction Types

Scheduled transactions support different transaction types:

* **PAYMENT**: Scheduled incoming payments from residents
* **CHARGE**: Recurring charges applied to resident accounts
* **CREDIT**: Scheduled credits or refunds to accounts

### Ledger Types

Transactions can be allocated to different ledgers:

* **RESIDENT**: Standard resident account transactions
* **SECURITY**: Security deposit related transactions

### Frequency Options

Scheduled transactions support various recurring patterns:

* **DAILY**: Transactions processed every day
* **WEEKLY**: Transactions processed weekly
* **MONTHLY**: Transactions processed monthly

### Transaction Management

* **Scheduling**: Set up future and recurring transactions
* **Amount Control**: Specify exact amounts for each transaction
* **Date Management**: Define start dates, end dates, and frequencies
* **Method Tracking**: Record payment methods and processing details
* **Code Classification**: Categorize transactions with specific codes

### Household Integration

All scheduled transactions are linked to specific households:

* **Account Management**: Transactions affect household account balances
* **Payment Processing**: Automated payment collection and processing
* **Billing Coordination**: Integration with regular billing cycles
* **Historical Tracking**: Complete record of all scheduled activities

## Available Endpoints

| Endpoint                                                                                                                | Summary                      | Method |
| ----------------------------------------------------------------------------------------------------------------------- | ---------------------------- | :----: |
| [`/scheduledTransactions`](/api-reference/scheduled-transactions/list-scheduled-transactions)                           | List Scheduled Transactions  |   GET  |
| [`/scheduledTransactions`](/api-reference/scheduled-transactions/create-scheduled-transaction)                          | Create Scheduled Transaction |  POST  |
| [`/scheduledTransactions/{scheduledTransactionId}`](/api-reference/scheduled-transactions/read-scheduled-transaction)   | Read Scheduled Transaction   |   GET  |
| [`/scheduledTransactions/{scheduledTransactionId}`](/api-reference/scheduled-transactions/delete-scheduled-transaction) | Delete Scheduled Transaction | DELETE |

> Overview of the Scheduled Transactions API endpoints and functionality


## API Docs

- Scheduled Transactions [List Scheduled Transactions](https://developer.fortresstech.io/api-reference/scheduled-transactions/list-scheduled-transactions.md)
- Scheduled Transactions [Create Scheduled Transaction](https://developer.fortresstech.io/api-reference/scheduled-transactions/create-scheduled-transaction.md)
- Scheduled Transactions [Read Scheduled Transaction](https://developer.fortresstech.io/api-reference/scheduled-transactions/read-scheduled-transaction.md)
- Scheduled Transactions [Delete Scheduled Transaction](https://developer.fortresstech.io/api-reference/scheduled-transactions/delete-scheduled-transaction.md)

## OpenAPI Specification

The raw OpenAPI 3.1 specification for this API is available at:
- [OpenAPI JSON](https://developer.fortresstech.io/openapi.json)
- [OpenAPI YAML](https://developer.fortresstech.io/openapi.yaml)