Recurring

Recurring transactions let you automate the tracking of expenses and income that repeat on a schedule: subscriptions, rent, salary, bills, memberships... You set them up once and the app creates the transactions on the scheduled dates.

Contents

• Creating a recurring
• Available frequencies
• Confirmation mode
• AI detects recurring patterns
• From an existing transaction
• Managing recurring
• Upcoming payments
• Search and filters

Creating a recurring

Open Recurring from the menu and tap the + button. The form has three sections:

Transaction details

• Amount: With a currency selector if you use multiple currencies.
• Description: What it is (e.g., "Netflix," "Rent," "Salary").
• Category: You can pick an existing one or create a new one right from here.
• Type: Expense or income. Useful for tracking both rent payments and salary.
• List: Optionally, you can assign the recurring to a shared list.

Frequency

• Daily: Repeats every day.
• Weekly: You choose which days of the week it runs. You can select multiple (for example, Monday and Wednesday).
• Biweekly: Every two weeks.
• Monthly: Three options:
  • First day of the month
  • Last day of the month
  • A specific day (1 to 28)
• Yearly: Once a year.
• Custom: You define a free-form interval. For example, every 3 months, every 10 days, or every 2 years. You enter a number and a unit (days, weeks, months, or years).

Below the frequency you'll see a preview with the next 4 execution dates, so you can confirm the setup is correct.

Date range

• Start date: When the recurring begins.
• End date (optional): You can enable an end date or leave it open-ended. If you enable the end date, it defaults to 12 months from the start.

Confirmation mode

In the frequency section there's a "Requires confirmation" toggle.

• Off (default): Transactions are created automatically when the date arrives.
• On: Transactions are created with a pending status and appear in your processing queue for you to review and confirm. Useful for expenses with variable amounts (like utility bills) or payments you want to supervise.

Transactions pending confirmation appear in the list with a clock icon instead of the usual recurring icon.

AI detects recurring patterns

When you enter an expense via text, voice, photo, or PDF, the AI can detect that it's something recurring. If you type something like "netflix monthly" or "rent 850," the AI recognizes the pattern and automatically enables the recurring option in the review form, with the frequency already configured.

You can adjust the setup or disable the recurring before confirming.

From an existing transaction

You can also convert any existing transaction into a recurring one. From the transaction edit screen, you'll find a field to enable recurrence. Doing so opens the frequency and date form, and when you save the transaction the associated recurring is created.

If you later disable recurrence from that transaction, the recurring is deleted (but transactions already generated are kept).

Managing recurring

Quick actions

Each recurring has swipe-to-reveal actions:

• Pause/Resume: Temporarily deactivate the recurring. Transactions won't be generated until you resume it. Paused items show a "Paused" badge.
• Edit: Opens the full form to modify amount, description, frequency, category, or dates.
• Delete: Removes the recurring. An undo option appears for a few seconds. Transactions already created are not deleted.

From the transaction list

When you delete a transaction that belongs to a recurring, the app asks whether you also want to delete the associated recurring.

Upcoming payments

On the main screen

The summary card has a Recurring tab that shows:

• The net impact (difference between upcoming recurring expenses and income) with its sign and color.
• The number of pending recurring items.
• The projected balance after all of them execute.

Tapping the tab opens a list with each upcoming recurring, its description, category, relative date, and amount. Tapping any item takes you directly to edit it.

Summary card

On the Recurring screen, the top card shows the total active recurring expenses (and income, if you have income tracking enabled) with the item count.

Search and filters

The Recurring screen includes tools to find what you're looking for:

• Text search: Filter by description or category name.
• Status filter: All, active, or paused.
• Frequency filter: All, daily, weekly, biweekly, monthly, or yearly.
• Category filter: Built dynamically from the categories in your recurring items.
• List filter: Personal or specific lists, if you use lists.

A badge shows how many filters are active, and you can clear them all at once.