Recurring Transactions

Recurring transactions automate entries that happen on a regular schedule, such as rent, subscriptions, or salary.

This section is split into:

• Create Recurring Transactions
• Track vs Generate

Managing Recurring Transactions

• Edit — Change amount, frequency, account, category, or other details
• Pause — Temporarily stop processing
• Resume — Reactivate a paused recurring transaction
• Delete — Remove the schedule while keeping any already-generated transactions

Bulk Actions

When recurring transactions are selected:

• Enter Now — Generate the next occurrence immediately
• Skip Next — Skip the upcoming occurrence
• Change Account or Category — Update in bulk
• Delete — Remove selected schedules