Automation3 min read
Setting Up Recurring Transactions
Rent, subscriptions, your paycheck - some transactions happen like clockwork. Recurring transactions save you from re-entering the same thing every month.
Creating a Recurring Transaction
To set one up:
- Click Recurring in the navigation
- Click New Recurring Transaction
- Choose the account and category
- Select Income or Expense and enter the amount
- Set the frequency (weekly, monthly, etc.)
- Click Save
💼 Business or Personal?
Like a regular transaction, a recurring transaction doesn't have its own Business/Personal setting - it's inherited from whichever account and category you choose for it.
Managing Existing Recurring Transactions
Once set up, you can pause, edit, or delete a recurring transaction any time.
To make a change:
- Go to Recurring
- Find it in the list and click Edit, Pause, or Delete right on that row
- Confirm your change
Quick Tips
- 💪 Great for fixed bills: Rent, insurance, subscriptions - anything with a predictable amount
- ⚠️ Not for variable amounts: Groceries and gas still need manual entry
- 🔄 Review occasionally: A subscription price change means updating the recurring amount too
Next Steps
- Adding Transactions - The manual side of things
- Budget Basics - Turn categories into a working budget
Still have questions? Contact support