Create Recurring Items

Creating A Recurring Item

1. Navigate to Recurring
2. Click Add recurring item
3. Set up the details:
   • Name / Payee — Description of the recurring entry
   • Amount — The transaction amount
   • Account — Which account to use
   • Category — The spending category
   • Handling — Create automatically or watch bank transactions
   • Frequency — How often it repeats
   • Start Date — When the recurrence begins
   • End Date — Optional end date
4. Click Save

Frequency Options

• Daily
• Weekly — Select day of week
• Fortnightly — Every two weeks
• Monthly — Select day of month
• Yearly

Status Filters

Filter the recurring item list by:

• All
• Active
• Paused