Recurring Transactions

What it does

Recurring Transactions automatically create income or expense entries on a set schedule. They are ideal for regular payments like rent, utility bills, or subscription income that happen at predictable intervals.

Key actions

• Create recurring income and expense schedules
• Set frequency (daily, weekly, monthly, yearly, or custom)
• Pause, resume, and run schedules immediately
• Duplicate templates for similar transactions

Getting started

Go to Banking > Recurring Transactions. Create a new schedule with the amount, category, and frequency. Activate it and transactions will be created automatically.