Overview
Recurring manages automatic transactions like subscriptions and scheduled payments that happen on a regular basis.
How to Access
- Click on Finances in the left sidebar menu
- Click on Recurring
How to Create a Recurring Transaction
- Click on Recurring
- Click Add Recurring or New Recurring
- Select Type:
- Expense: Money going out (e.g., rent, subscriptions)
- Income: Money coming in (e.g., salary)
- Enter Description (e.g., "Netflix Subscription")
- Enter Amount
- Select Account (which account to use)
- Select Category
- Select Frequency:
- Daily: Every day
- Weekly: Every week
- Bi-weekly: Every 2 weeks
- Monthly: Every month
- Yearly: Every year
- Set Start Date
- Set End Date (optional)
- Click Save
How to Pause a Recurring Transaction
- Click on Recurring
- Find the recurring item
- Click the Pause button or toggle
- Transactions will not be created while paused
How to Resume a Recurring Transaction
- Click on Recurring
- Find the paused item
- Click the Resume button or toggle
- Transactions will start again
How to Edit a Recurring Transaction
- Click on Recurring
- Find the item
- Click the Edit icon
- Make changes
- Click Save
How to Delete a Recurring Transaction
- Click on Recurring
- Find the item
- Click the Delete icon
- Confirm deletion
- Note: Past transactions are not deleted
Quick Reference
| Task | Steps |
|---|---|
| Create | Recurring → Add → Fill form → Save |
| Pause | Click Pause button |
| Resume | Click Resume button |
| Edit | Click edit icon → Save |
| Delete | Click delete icon → Confirm |