Recurring Transactions

Recurring transactions let you automate entries that happen on a regular schedule, like rent, subscriptions, or salary.

Creating a Recurring Transaction

1. Navigate to Recurring in the sidebar
2. Click Add Recurring Transaction
3. Set up the transaction details:
   • Name — Description of the recurring entry
   • Amount — The transaction amount
   • Account — Which account to use
   • Category — The spending category
   • Frequency — How often it repeats (weekly, monthly, yearly, etc.)
   • Start Date — When the recurrence begins
4. Click Save

How It Works

Plutus automatically creates transactions based on your recurring schedules. A daily process checks for due recurring transactions and creates them in your account.

Managing Recurring Transactions

You can edit, pause, or delete recurring transactions at any time:

• Edit — Change the amount, frequency, or other details
• Pause — Temporarily stop creating new entries
• Delete — Remove the recurring schedule (existing transactions are kept)

Viewing Upcoming Entries

The recurring transactions page shows both active schedules and upcoming entries, so you can see what’s coming next.