Setting Up Recurring Transactions
Automate regular income and expenses — salary, rent, subscriptions — so they appear in your history without manual entry each time.
What recurring transactions do
A recurring transaction is a rule that automatically creates a new transaction on a schedule — daily, weekly, monthly, or yearly.
Once you set it up, you don't need to remember to log your Netflix subscription or salary each month. The transaction appears on the correct date automatically.
Tip: Recurring transactions are created as future-dated entries — they show up in your Upcoming section before their date and become regular transactions once the date arrives.
Create a recurring transaction
Go to Recurring → tap + Add recurring.
Fill in all the same fields as a regular transaction: type, amount, category, account, and note.
Then set the schedule: frequency (monthly, weekly, etc.), start date, and optionally an end date.
Tap Save.
Edit or stop a recurring rule
Open the Recurring page and tap the rule you want to change. You can edit any field or set an end date to stop future recurrences.
Changing a rule only affects future transactions — past transactions generated by the rule are not modified.
Important: Deleting a recurring rule does not delete the individual transactions it already created — you'd need to delete those separately.